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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 | $60,251 | $110,629-45.5% | $80,784-25.4% | $167,553-64.0% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.5pp | 82.1%+3.6pp |
| Annual return | 17.58% | 120.58%-103.0pp | 87.31%-69.7pp | 478.89%-461.3pp |
| Employer contribution / active EE | $1,250 | $1,543-19.0% | $1,160+7.7% | $4,840-74.2% |
| Participant deferral / active EE | $6,445 | $2,871+124.5% | $2,145+200.4% | $6,343+1.6% |
| Admin fee / account holder | $9,066 | $4,547+99.4% | $3,380+168.2% | $12,316-26.4% |