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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 | $100,073-54.0% | $85,126-45.9% | $145,877-68.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 25.74% | 84.11%-58.4pp | 66.63%-40.9pp | 551.28%-525.5pp |
| Employer contribution / active EE | $9,658 | $3,236+198.4% | $2,731+253.6% | $4,663+107.1% |
| Participant deferral / active EE | $7,991 | $5,294+50.9% | $4,523+76.7% | $6,691+19.4% |
| Admin fee / account holder | $2,458 | $7,261-66.1% | $6,160-60.1% | $13,402-81.7% |