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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 | $68,558 | $99,995-31.4% | $85,063-19.4% | $145,978-53.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 15.00% | 83.99%-69.0pp | 66.54%-51.5pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,738 | $3,231-15.3% | $2,727+0.4% | $4,662-41.3% |
| Participant deferral / active EE | $6,350 | $5,295+19.9% | $4,523+40.4% | $6,690-5.1% |
| Admin fee / account holder | $730 | $7,255-89.9% | $6,155-88.1% | $13,400-94.6% |