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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 | $75,797 | $100,073-24.3% | $85,126-11.0% | $145,877-48.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 10.22% | 84.11%-73.9pp | 66.63%-56.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,522 | $3,236+8.8% | $2,731+29.0% | $4,663-24.5% |
| Participant deferral / active EE | $7,639 | $5,294+44.3% | $4,523+68.9% | $6,691+14.2% |
| Admin fee / account holder | $596 | $7,261-91.8% | $6,160-90.3% | $13,402-95.6% |