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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 | $56,475 | $102,422-44.9% | $147,117-61.6% | $80,959-30.2% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 13.86% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,930 | $3,717+5.7% | $4,932-20.3% | $2,757+42.5% |
| Participant deferral / active EE | $9,738 | $6,652+46.4% | $8,065+20.7% | $4,300+126.4% |
| Admin fee / account holder | $8,495 | $7,953+6.8% | $12,993-34.6% | $6,925+22.7% |