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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 | $100,139-40.8% | $85,187-30.5% | $145,884-59.4% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 14.66% | 84.15%-69.5pp | 66.67%-52.0pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,196 | $3,238-32.2% | $2,732-19.6% | $4,662-52.9% |
| Participant deferral / active EE | $7,484 | $5,296+41.3% | $4,525+65.4% | $6,690+11.9% |
| Admin fee / account holder | $907 | $7,262-87.5% | $6,162-85.3% | $13,392-93.2% |