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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 | $100,073-49.5% | $85,126-40.6% | $145,877-65.3% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 13.16% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,125 | $3,236-3.4% | $2,731+14.4% | $4,663-33.0% |
| Participant deferral / active EE | $4,269 | $5,294-19.4% | $4,523-5.6% | $6,691-36.2% |
| Admin fee / account holder | $7,526 | $7,261+3.6% | $6,160+22.2% | $13,402-43.8% |