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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 | $43,532 | $111,814-61.1% | $93,654-53.5% | $145,959-70.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.70% | 203.30%-190.6pp | 133.34%-120.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,362 | $3,092-23.6% | $2,421-2.4% | $4,661-49.3% |
| Participant deferral / active EE | $5,016 | $4,914+2.1% | $4,413+13.7% | $6,689-25.0% |
| Admin fee / account holder | $402 | $10,246-96.1% | $8,282-95.1% | $13,398-97.0% |