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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 | $52,650 | $111,814-52.9% | $93,654-43.8% | $145,959-63.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 19.34% | 203.30%-184.0pp | 133.34%-114.0pp | 561.95%-542.6pp |
| Employer contribution / active EE | $3,745 | $3,092+21.1% | $2,421+54.7% | $4,661-19.6% |
| Participant deferral / active EE | $10,784 | $4,914+119.4% | $4,413+144.4% | $6,689+61.2% |
| Admin fee / account holder | $724 | $10,246-92.9% | $8,282-91.3% | $13,398-94.6% |