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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 | $62,324 | $100,073-37.7% | $85,126-26.8% | $145,877-57.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.65% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,709 | $3,236+14.6% | $2,731+35.8% | $4,663-20.5% |
| Participant deferral / active EE | $9,739 | $5,294+84.0% | $4,523+115.3% | $6,691+45.6% |
| Admin fee / account holder | $4,021 | $7,261-44.6% | $6,160-34.7% | $13,402-70.0% |