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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 | $56,436 | $51,638+9.3% | $68,368-17.5% | $82,448-31.5% |
| Participation rate | 82.4% | 63.6%+18.8pp | 73.8%+8.7pp | 68.1%+14.3pp |
| Annual return | 16.17% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $7,713 | $2,047+276.9% | $2,649+191.2% | $2,551+202.3% |
| Participant deferral / active EE | $3,833 | $2,914+31.6% | $4,123-7.0% | $4,139-7.4% |
| Admin fee / account holder | $2,602 | $4,643-44.0% | $5,150-49.5% | $7,234-64.0% |