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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 | $100,203-31.5% | $85,240-19.5% | $145,897-53.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 12.51% | 84.28%-71.8pp | 66.75%-54.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,609 | $3,242-50.4% | $2,735-41.2% | $4,663-65.5% |
| Participant deferral / active EE | $7,532 | $5,299+42.1% | $4,527+66.4% | $6,689+12.6% |
| Admin fee / account holder | $2,546 | $7,265-65.0% | $6,165-58.7% | $13,390-81.0% |