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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 | $59,799 | $102,632-41.7% | $81,988-27.1% | $158,950-62.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 24.04% | 61.05%-37.0pp | 41.31%-17.3pp | 302.91%-278.9pp |
| Employer contribution / active EE | $3,919 | $3,241+20.9% | $2,498+56.8% | $4,762-17.7% |
| Participant deferral / active EE | $11,516 | $4,649+147.7% | $3,722+209.4% | $5,983+92.5% |
| Admin fee / account holder | $879 | $8,237-89.3% | $5,665-84.5% | $11,248-92.2% |