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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 | $71,999 | $106,280-32.3% | $96,538-25.4% | $139,487-48.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.60% | 38.48%-19.9pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $7,350 | $4,107+79.0% | $3,740+96.5% | $4,755+54.6% |
| Participant deferral / active EE | $18,027 | $5,457+230.4% | $4,880+269.4% | $6,713+168.6% |
| Admin fee / account holder | $5,733 | $7,888-27.3% | $6,737-14.9% | $11,407-49.7% |