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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 | $79,181-14.8% | $102,423-34.1% | $74,429-9.4% |
| Participation rate | 78.6% | 74.8%+3.9pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 21.14% | 54.97%-33.8pp | 29.42%-8.3pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $1,710 | $2,362-27.6% | $3,023-43.4% | $2,625-34.8% |
| Participant deferral / active EE | $4,150 | $4,416-6.0% | $5,054-17.9% | $4,348-4.6% |
| Admin fee / account holder | $3,394 | $2,002+69.5% | $9,455-64.1% | $1,944+74.5% |