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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 | $57,370 | $166,242-65.5% | $165,071-65.2% | $145,884-60.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.37% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,605 | $5,283-50.7% | $4,347-40.1% | $4,662-44.1% |
| Participant deferral / active EE | $7,897 | $6,964+13.4% | $6,035+30.8% | $6,690+18.0% |
| Admin fee / account holder | $4,568 | $16,658-72.6% | $12,695-64.0% | $13,392-65.9% |