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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 | $54,137 | $93,598-42.2% | $135,974-60.2% | $75,173-28.0% |
| Participation rate | 71.3% | 75.2%-3.9pp | 81.9%-10.7pp | 67.2%+4.0pp |
| Annual return | 63.44% | 30.89%+32.5pp | 68.30%-4.9pp | 160.72%-97.3pp |
| Employer contribution / active EE | $3,989 | $3,538+12.8% | $4,859-17.9% | $2,671+49.4% |
| Participant deferral / active EE | $9,260 | $6,405+44.6% | $7,760+19.3% | $4,126+124.4% |
| Admin fee / account holder | $750 | $6,978-89.3% | $10,767-93.0% | $5,651-86.7% |