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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 | $57,033 | $104,479-45.4% | $159,474-64.2% | $79,391-28.2% |
| Participation rate | 86.8% | 76.6%+10.2pp | 82.8%+4.0pp | 70.7%+16.1pp |
| Annual return | 16.15% | 67.98%-51.8pp | 263.68%-247.5pp | 116.88%-100.7pp |
| Employer contribution / active EE | $2,209 | $3,417-35.4% | $4,831-54.3% | $2,428-9.0% |
| Participant deferral / active EE | $4,605 | $6,468-28.8% | $7,353-37.4% | $4,046+13.8% |
| Admin fee / account holder | $2,654 | $711+273.1% | $10,802-75.4% | $627+323.6% |