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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 | $99,921-53.9% | $85,009-45.8% | $145,959-68.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 25.74% | 83.89%-58.1pp | 66.47%-40.7pp | 561.95%-536.2pp |
| Employer contribution / active EE | $9,658 | $3,233+198.8% | $2,728+254.0% | $4,661+107.2% |
| Participant deferral / active EE | $7,991 | $5,293+51.0% | $4,522+76.7% | $6,689+19.5% |
| Admin fee / account holder | $2,458 | $7,252-66.1% | $6,153-60.0% | $13,398-81.7% |