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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 | $59,926 | $125,797-52.4% | $170,043-64.8% | $75,173-20.3% |
| Participation rate | 71.7% | 83.6%-11.9pp | 87.0%-15.3pp | 67.2%+4.5pp |
| Annual return | 74.15% | 27.20%+46.9pp | 53.40%+20.7pp | 160.72%-86.6pp |
| Employer contribution / active EE | $1,957 | $4,616-57.6% | $6,790-71.2% | $2,671-26.7% |
| Participant deferral / active EE | $7,540 | $6,838+10.3% | $10,410-27.6% | $4,126+82.7% |
| Admin fee / account holder | $2,392 | $8,177-70.7% | $12,824-81.3% | $5,651-57.7% |