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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 | $66,266 | $51,244+29.3% | $80,977-18.2% | $55,167+20.1% |
| Participation rate | 77.0% | 71.7%+5.3pp | 75.8%+1.2pp | 69.0%+8.0pp |
| Annual return | 104.44% | 17.39%+87.1pp | 17.11%+87.3pp | 169.23%-64.8pp |
| Employer contribution / active EE | $505 | $1,770-71.5% | $3,715-86.4% | $1,963-74.3% |
| Participant deferral / active EE | $4,184 | $4,418-5.3% | $5,696-26.6% | $3,054+37.0% |
| Admin fee / account holder | $6,978 | $398+1653.2% | $5,517+26.5% | $504+1284.9% |