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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,481 | $97,125-51.1% | $86,233-44.9% | $137,256-65.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.0%+13.3pp | 80.0%+2.4pp |
| Annual return | 14.89% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,602 | $2,841+97.2% | $2,504+123.7% | $4,156+34.8% |
| Participant deferral / active EE | $5,200 | $5,180+0.4% | $4,559+14.1% | $6,407-18.8% |
| Admin fee / account holder | $2,130 | $9,725-78.1% | $8,342-74.5% | $12,270-82.6% |