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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 | $64,947 | $78,607-17.4% | $105,624-38.5% | $74,478-12.8% |
| Participation rate | 71.6% | 72.8%-1.3pp | 75.3%-3.7pp | 67.2%+4.3pp |
| Annual return | 11.93% | 15.96%-4.0pp | 116.20%-104.3pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $2,631 | $2,523+4.3% | $3,168-17.0% | $2,626+0.2% |
| Participant deferral / active EE | $7,735 | $4,325+78.8% | $5,013+54.3% | $4,350+77.8% |
| Admin fee / account holder | $22,011 | $2,220+891.6% | $10,961+100.8% | $1,946+1031.2% |