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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 | $66,986 | $93,598-28.4% | $135,974-50.7% | $75,173-10.9% |
| Participation rate | 72.9% | 75.2%-2.3pp | 81.9%-9.0pp | 67.2%+5.7pp |
| Annual return | 51.66% | 30.89%+20.8pp | 68.30%-16.6pp | 160.72%-109.1pp |
| Employer contribution / active EE | $8,097 | $3,538+128.9% | $4,859+66.6% | $2,671+203.1% |
| Participant deferral / active EE | $8,088 | $6,405+26.3% | $7,760+4.2% | $4,126+96.0% |
| Admin fee / account holder | $2,938 | $6,978-57.9% | $10,767-72.7% | $5,651-48.0% |