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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 | $46,082 | $100,203-54.0% | $85,240-45.9% | $145,897-68.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.2pp | 80.3%-2.5pp |
| Annual return | 25.74% | 84.28%-58.5pp | 66.75%-41.0pp | 552.29%-526.5pp |
| Employer contribution / active EE | $9,658 | $3,242+197.9% | $2,735+253.1% | $4,663+107.1% |
| Participant deferral / active EE | $7,991 | $5,299+50.8% | $4,527+76.5% | $6,689+19.5% |
| Admin fee / account holder | $2,458 | $7,265-66.2% | $6,165-60.1% | $13,390-81.6% |