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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 | $100,073-31.5% | $85,126-19.4% | $145,877-53.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 12.51% | 84.11%-71.6pp | 66.63%-54.1pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,609 | $3,236-50.3% | $2,731-41.1% | $4,663-65.5% |
| Participant deferral / active EE | $7,532 | $5,294+42.3% | $4,523+66.5% | $6,691+12.6% |
| Admin fee / account holder | $2,546 | $7,261-64.9% | $6,160-58.7% | $13,402-81.0% |