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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 | $90,170-24.2% | $150,734-54.7% | $69,733-2.0% |
| Participation rate | 78.6% | 60.2%+18.3pp | 78.4%+0.1pp | 62.5%+16.1pp |
| Annual return | 14.45% | 16.56%-2.1pp | 600.81%-586.4pp | 15.22%-0.8pp |
| Employer contribution / active EE | $8,179 | $3,428+138.6% | $4,918+66.3% | $2,250+263.5% |
| Participant deferral / active EE | $2,119 | $3,086-31.4% | $5,610-62.2% | $3,054-30.6% |
| Admin fee / account holder | $6,913 | $4,600+50.3% | $14,905-53.6% | $3,102+122.9% |