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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 | $78,562-17.3% | $105,608-38.5% | $74,429-12.7% |
| Participation rate | 71.6% | 72.8%-1.2pp | 75.3%-3.7pp | 67.2%+4.3pp |
| Annual return | 11.93% | 15.94%-4.0pp | 116.50%-104.6pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $2,631 | $2,521+4.3% | $3,167-16.9% | $2,625+0.2% |
| Participant deferral / active EE | $7,735 | $4,321+79.0% | $5,010+54.4% | $4,348+77.9% |
| Admin fee / account holder | $22,011 | $2,217+893.0% | $11,028+99.6% | $1,944+1032.1% |