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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 | $61,464 | $110,801-44.5% | $86,615-29.0% | $167,536-63.3% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 8.09% | 116.96%-108.9pp | 63.51%-55.4pp | 478.82%-470.7pp |
| Employer contribution / active EE | $2,338 | $3,245-27.9% | $2,496-6.3% | $4,839-51.7% |
| Participant deferral / active EE | $6,042 | $4,547+32.9% | $3,699+63.3% | $6,342-4.7% |
| Admin fee / account holder | $1,450 | $8,417-82.8% | $5,830-75.1% | $12,315-88.2% |