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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 | $59,404 | $115,814-48.7% | $101,275-41.3% | $158,982-62.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 16.47% | 56.16%-39.7pp | 46.48%-30.0pp | 302.99%-286.5pp |
| Employer contribution / active EE | $6,695 | $4,176+60.3% | $3,660+82.9% | $4,763+40.6% |
| Participant deferral / active EE | $4,525 | $4,958-8.7% | $4,371+3.5% | $5,983-24.4% |
| Admin fee / account holder | $1,519 | $7,249-79.0% | $5,948-74.5% | $11,252-86.5% |