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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 | $58,204 | $83,337-30.2% | $67,834-14.2% | $273,972-78.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 7.40% | 259.45%-252.0pp | 138.47%-131.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,613 | $3,287+9.9% | $2,403+50.3% | $4,869-25.8% |
| Participant deferral / active EE | $7,382 | $4,088+80.6% | $3,160+133.6% | $5,287+39.6% |
| Admin fee / account holder | $8,572 | $6,752+26.9% | $4,622+85.4% | $10,133-15.4% |