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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 | $68,326 | $80,332-14.9% | $107,187-36.3% | $64,097+6.6% |
| Participation rate | 78.6% | 54.4%+24.2pp | 75.0%+3.6pp | 55.2%+23.4pp |
| Annual return | 14.45% | 24.26%-9.8pp | 204.55%-190.1pp | 34.64%-20.2pp |
| Employer contribution / active EE | $8,179 | $2,501+227.0% | $3,782+116.2% | $1,891+332.4% |
| Participant deferral / active EE | $2,119 | $3,109-31.9% | $5,096-58.4% | $3,080-31.2% |
| Admin fee / account holder | $6,913 | $4,314+60.2% | $9,162-24.5% | $3,454+100.1% |