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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 | $65,269 | $105,200-38.0% | $159,474-59.1% | $85,847-24.0% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 14.45% | 45.08%-30.6pp | 263.68%-249.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $2,651 | $3,319-20.1% | $4,831-45.1% | $2,565+3.3% |
| Participant deferral / active EE | $7,875 | $5,946+32.5% | $7,353+7.1% | $3,952+99.3% |
| Admin fee / account holder | $2,880 | $6,934-58.5% | $10,802-73.3% | $6,261-54.0% |