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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 | $71,455 | $100,073-28.6% | $85,126-16.1% | $145,877-51.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 16.40% | 84.11%-67.7pp | 66.63%-50.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,388 | $3,236-57.1% | $2,731-49.2% | $4,663-70.2% |
| Participant deferral / active EE | $1,511 | $5,294-71.5% | $4,523-66.6% | $6,691-77.4% |
| Admin fee / account holder | $1,633 | $7,261-77.5% | $6,160-73.5% | $13,402-87.8% |