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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 | $65,956 | $118,877-44.5% | $96,570-31.7% | $167,536-60.6% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 18.68% | 50.50%-31.8pp | 37.79%-19.1pp | 478.82%-460.1pp |
| Employer contribution / active EE | $3,563 | $3,121+14.2% | $2,357+51.2% | $4,839-26.4% |
| Participant deferral / active EE | $7,879 | $4,617+70.7% | $3,849+104.7% | $6,342+24.2% |
| Admin fee / account holder | $319 | $8,069-96.0% | $6,182-94.8% | $12,315-97.4% |