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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 | $67,461 | $79,223-14.8% | $102,460-34.2% | $74,478-9.4% |
| Participation rate | 78.6% | 74.8%+3.9pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 21.14% | 54.98%-33.8pp | 29.47%-8.3pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $1,710 | $2,363-27.6% | $3,025-43.5% | $2,626-34.9% |
| Participant deferral / active EE | $4,150 | $4,417-6.1% | $5,056-17.9% | $4,350-4.6% |
| Admin fee / account holder | $3,394 | $2,003+69.4% | $9,460-64.1% | $1,946+74.4% |