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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 | $47,973 | $183,516-73.9% | $155,534-69.2% | $145,884-67.1% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 19.53% | 61.43%-41.9pp | 64.92%-45.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,258 | $5,315-57.5% | $4,675-51.7% | $4,662-51.6% |
| Participant deferral / active EE | $5,938 | $6,467-8.2% | $5,630+5.5% | $6,690-11.2% |
| Admin fee / account holder | $441 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |