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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 | $70,232 | $100,073-29.8% | $85,126-17.5% | $145,877-51.9% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 10.14% | 84.11%-74.0pp | 66.63%-56.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,429 | $3,236-24.9% | $2,731-11.1% | $4,663-47.9% |
| Participant deferral / active EE | $2,956 | $5,294-44.2% | $4,523-34.6% | $6,691-55.8% |
| Admin fee / account holder | $6,309 | $7,261-13.1% | $6,160+2.4% | $13,402-52.9% |