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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 | $57,156 | $102,429-44.2% | $147,096-61.1% | $80,925-29.4% |
| Participation rate | 76.8% | 75.9%+0.9pp | 82.2%-5.4pp | 67.7%+9.1pp |
| Annual return | 32.24% | 135.02%-102.8pp | 419.75%-387.5pp | 35.65%-3.4pp |
| Employer contribution / active EE | $4,274 | $3,716+15.0% | $4,936-13.4% | $2,756+55.1% |
| Participant deferral / active EE | $7,016 | $6,649+5.5% | $8,071-13.1% | $4,299+63.2% |
| Admin fee / account holder | $7,705 | $7,957-3.2% | $13,005-40.8% | $6,940+11.0% |