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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 | $84,284 | $107,030-21.3% | $73,550+14.6% | $147,586-42.9% |
| Participation rate | 76.9% | 66.4%+10.5pp | 54.9%+22.0pp | 82.8%-5.9pp |
| Annual return | 10.64% | 38.25%-27.6pp | -15.16%+25.8pp | 578.59%-568.0pp |
| Employer contribution / active EE | $5,377 | $1,760+205.4% | $1,219+341.1% | $4,876+10.3% |
| Participant deferral / active EE | $7,455 | $2,458+203.3% | $1,804+313.2% | $5,439+37.1% |
| Admin fee / account holder | $375 | $3,055-87.7% | $2,320-83.8% | $10,886-96.6% |