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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 | $57,797 | $49,896+15.8% | $80,627-28.3% | $75,173-23.1% |
| Participation rate | 80.6% | 55.3%+25.2pp | 67.0%+13.5pp | 67.2%+13.4pp |
| Annual return | 15.06% | 34.67%-19.6pp | 936.76%-921.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,245 | $1,699-26.7% | $2,723-54.3% | $2,671-53.4% |
| Participant deferral / active EE | $4,042 | $2,992+35.1% | $4,443-9.0% | $4,126-2.0% |
| Admin fee / account holder | $10,377 | $3,578+190.0% | $5,381+92.9% | $5,651+83.7% |