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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 | $49,976+12.9% | $66,674-15.4% | $82,637-31.7% |
| Participation rate | 82.4% | 63.1%+19.3pp | 73.7%+8.7pp | 68.1%+14.4pp |
| Annual return | 16.17% | 39.09%-22.9pp | 321.24%-305.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $7,713 | $1,988+287.9% | $2,620+194.4% | $2,552+202.2% |
| Participant deferral / active EE | $3,833 | $2,847+34.7% | $4,084-6.1% | $4,126-7.1% |
| Admin fee / account holder | $2,602 | $4,594-43.3% | $5,098-49.0% | $7,339-64.5% |