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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 | $65,683 | $118,877-44.7% | $96,570-32.0% | $167,536-60.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 15.16% | 50.50%-35.3pp | 37.79%-22.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,980 | $3,121-36.6% | $2,357-16.0% | $4,839-59.1% |
| Participant deferral / active EE | $3,047 | $4,617-34.0% | $3,849-20.8% | $6,342-52.0% |
| Admin fee / account holder | $4,026 | $8,069-50.1% | $6,182-34.9% | $12,315-67.3% |