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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 | $59,235 | $100,073-40.8% | $85,126-30.4% | $145,877-59.4% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 14.66% | 84.11%-69.4pp | 66.63%-52.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,196 | $3,236-32.1% | $2,731-19.6% | $4,663-52.9% |
| Participant deferral / active EE | $7,484 | $5,294+41.4% | $4,523+65.4% | $6,691+11.9% |
| Admin fee / account holder | $907 | $7,261-87.5% | $6,160-85.3% | $13,402-93.2% |