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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 | $57,795 | $100,073-42.2% | $85,126-32.1% | $145,877-60.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 15.87% | 84.11%-68.2pp | 66.63%-50.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $4,709 | $3,236+45.5% | $2,731+72.4% | $4,663+1.0% |
| Participant deferral / active EE | $7,079 | $5,294+33.7% | $4,523+56.5% | $6,691+5.8% |
| Admin fee / account holder | $2,918 | $7,261-59.8% | $6,160-52.6% | $13,402-78.2% |