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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 | $58,577 | $50,554+15.9% | $67,681-13.5% | $87,485-33.0% |
| Participation rate | 79.1% | 67.7%+11.4pp | 73.7%+5.3pp | 68.9%+10.1pp |
| Annual return | 12.15% | 17.81%-5.7pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $4,970 | $1,988+149.9% | $2,678+85.6% | $2,596+91.4% |
| Participant deferral / active EE | $6,932 | $2,961+134.1% | $3,976+74.4% | $4,274+62.2% |
| Admin fee / account holder | $2,186 | $4,132-47.1% | $6,100-64.2% | $7,775-71.9% |