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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 | $69,047 | $95,580-27.8% | $76,872-10.2% | $139,466-50.5% |
| Participation rate | 88.9% | 74.0%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 19.60% | 55.00%-35.4pp | 37.90%-18.3pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,607 | $3,145-17.1% | $2,533+2.9% | $4,754-45.2% |
| Participant deferral / active EE | $7,567 | $4,623+63.7% | $3,832+97.5% | $6,712+12.7% |
| Admin fee / account holder | $1,091 | $8,302-86.9% | $5,476-80.1% | $11,409-90.4% |