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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 | $66,675 | $89,370-25.4% | $141,197-52.8% | $72,976-8.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 30.02% | 111.88%-81.9pp | 71.41%-41.4pp | 81.02%-51.0pp |
| Employer contribution / active EE | $1,533 | $3,115-50.8% | $4,736-67.6% | $2,440-37.2% |
| Participant deferral / active EE | $15,042 | $5,419+177.6% | $6,710+124.2% | $3,608+316.9% |
| Admin fee / account holder | $15,464 | $5,957+159.6% | $10,265+50.6% | $5,124+201.8% |