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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 | $67,877 | $105,200-35.5% | $159,474-57.4% | $85,847-20.9% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.0pp | 69.3%+18.6pp |
| Annual return | 16.84% | 45.08%-28.2pp | 263.68%-246.8pp | 318.61%-301.8pp |
| Employer contribution / active EE | $1,295 | $3,319-61.0% | $4,831-73.2% | $2,565-49.5% |
| Participant deferral / active EE | $7,120 | $5,946+19.7% | $7,353-3.2% | $3,952+80.1% |
| Admin fee / account holder | $773 | $6,934-88.9% | $10,802-92.8% | $6,261-87.7% |