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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 | $63,511 | $102,429-38.0% | $147,096-56.8% | $80,925-21.5% |
| Participation rate | 74.6% | 75.9%-1.2pp | 82.2%-7.6pp | 67.7%+7.0pp |
| Annual return | 16.17% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,069 | $3,716-17.4% | $4,936-37.8% | $2,756+11.4% |
| Participant deferral / active EE | $9,046 | $6,649+36.1% | $8,071+12.1% | $4,299+110.4% |
| Admin fee / account holder | $3,520 | $7,957-55.8% | $13,005-72.9% | $6,940-49.3% |