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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 | $64,912 | $95,664-32.1% | $76,902-15.6% | $139,487-53.5% |
| Participation rate | 78.9% | 74.0%+4.9pp | 69.6%+9.3pp | 80.3%-1.4pp |
| Annual return | 13.43% | 55.03%-41.6pp | 37.91%-24.5pp | 373.84%-360.4pp |
| Employer contribution / active EE | $1,352 | $3,147-57.0% | $2,534-46.6% | $4,755-71.6% |
| Participant deferral / active EE | $3,184 | $4,626-31.2% | $3,833-16.9% | $6,713-52.6% |
| Admin fee / account holder | $1,784 | $8,311-78.5% | $5,479-67.4% | $11,407-84.4% |