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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 | $48,011+22.0% | $63,803-8.2% | $82,637-29.1% |
| Participation rate | 79.1% | 66.6%+12.5pp | 72.7%+6.4pp | 68.1%+11.0pp |
| Annual return | 12.15% | 19.84%-7.7pp | 543.72%-531.6pp | 53.51%-41.4pp |
| Employer contribution / active EE | $4,970 | $1,904+161.1% | $2,532+96.3% | $2,552+94.7% |
| Participant deferral / active EE | $6,932 | $2,846+143.5% | $3,843+80.4% | $4,126+68.0% |
| Admin fee / account holder | $2,186 | $3,873-43.6% | $5,196-57.9% | $7,339-70.2% |