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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 | $50,585 | $100,203-49.5% | $85,240-40.7% | $145,897-65.3% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 13.16% | 84.28%-71.1pp | 66.75%-53.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,125 | $3,242-3.6% | $2,735+14.2% | $4,663-33.0% |
| Participant deferral / active EE | $4,269 | $5,299-19.4% | $4,527-5.7% | $6,689-36.2% |
| Admin fee / account holder | $7,526 | $7,265+3.6% | $6,165+22.1% | $13,390-43.8% |