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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 | $66,798 | $95,415-30.0% | $185,851-64.1% | $85,851-22.2% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 14.99% | 23.59%-8.6pp | 122.11%-107.1pp | 318.63%-303.6pp |
| Employer contribution / active EE | $6,948 | $3,314+109.7% | $5,168+34.4% | $2,565+170.8% |
| Participant deferral / active EE | $4,758 | $3,424+39.0% | $5,569-14.6% | $3,952+20.4% |
| Admin fee / account holder | $320 | $7,215-95.6% | $16,245-98.0% | $6,261-94.9% |