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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 | $54,719 | $108,911-49.8% | $100,392-45.5% | $145,884-62.5% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 18.29% | 58.23%-39.9pp | 49.45%-31.2pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,698 | $4,420-61.6% | $3,941-56.9% | $4,662-63.6% |
| Participant deferral / active EE | $3,517 | $8,459-58.4% | $8,090-56.5% | $6,690-47.4% |
| Admin fee / account holder | $10,556 | $9,698+8.8% | $7,904+33.5% | $13,392-21.2% |