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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 | $62,356 | $62,672-0.5% | $185,117-66.3% | $70,126-11.1% |
| Participation rate | 71.4% | 63.8%+7.7pp | 77.3%-5.8pp | 69.5%+1.9pp |
| Annual return | 17.97% | 40.79%-22.8pp | 40.50%-22.5pp | 73.15%-55.2pp |
| Employer contribution / active EE | $7,024 | $1,753+300.7% | $4,182+68.0% | $2,343+199.9% |
| Participant deferral / active EE | $6,057 | $3,272+85.1% | $5,045+20.1% | $3,332+81.8% |
| Admin fee / account holder | $951 | $3,932-75.8% | $8,159-88.3% | $4,645-79.5% |