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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 | $44,150 | $85,024-48.1% | $70,544-37.4% | $139,466-68.3% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.4%+17.4pp | 80.3%+5.4pp |
| Annual return | 76.14% | 30.39%+45.8pp | 32.79%+43.4pp | 373.66%-297.5pp |
| Employer contribution / active EE | $2,040 | $3,912-47.9% | $2,976-31.4% | $4,754-57.1% |
| Participant deferral / active EE | $5,056 | $5,891-14.2% | $4,568+10.7% | $6,712-24.7% |
| Admin fee / account holder | $2,071 | $8,928-76.8% | $6,427-67.8% | $11,409-81.9% |