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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 | $27,605 | $48,053-42.6% | $84,628-67.4% | $72,975-62.2% |
| Participation rate | 83.3% | 57.6%+25.8pp | 68.2%+15.1pp | 69.5%+13.8pp |
| Annual return | 69.56% | 37.39%+32.2pp | 258.80%-189.2pp | 81.01%-11.5pp |
| Employer contribution / active EE | $1,665 | $1,602+3.9% | $2,653-37.2% | $2,440-31.8% |
| Participant deferral / active EE | $6,729 | $2,681+151.0% | $3,900+72.5% | $3,608+86.5% |
| Admin fee / account holder | $4,635 | $3,395+36.5% | $4,914-5.7% | $5,124-9.5% |