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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 | $59,207 | $98,766-40.1% | $149,730-60.5% | $79,852-25.9% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.1pp | 69.6%+21.9pp |
| Annual return | 15.83% | 27.43%-11.6pp | 276.70%-260.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $3,288 | $3,217+2.2% | $4,645-29.2% | $2,471+33.1% |
| Participant deferral / active EE | $6,620 | $5,681+16.5% | $6,843-3.3% | $3,740+77.0% |
| Admin fee / account holder | $57,213 | $6,052+845.4% | $9,310+514.5% | $5,306+978.2% |