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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 | $53,780 | $232,540-76.9% | $185,117-70.9% | $147,586-63.6% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 18.60% | 43.03%-24.4pp | 40.50%-21.9pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,363 | $5,195-73.8% | $4,182-67.4% | $4,876-72.0% |
| Participant deferral / active EE | $13,090 | $5,834+124.4% | $5,045+159.5% | $5,439+140.7% |
| Admin fee / account holder | $2,130 | $10,275-79.3% | $8,159-73.9% | $10,886-80.4% |