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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 | $68,597 | $99,995-31.4% | $85,063-19.4% | $145,978-53.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 12.51% | 83.99%-71.5pp | 66.54%-54.0pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,609 | $3,231-50.2% | $2,727-41.0% | $4,662-65.5% |
| Participant deferral / active EE | $7,532 | $5,295+42.2% | $4,523+66.5% | $6,690+12.6% |
| Admin fee / account holder | $2,546 | $7,255-64.9% | $6,155-58.6% | $13,400-81.0% |