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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 | $27,129 | $115,911-76.6% | $100,530-73.0% | $158,950-82.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 70.21% | 34.80%+35.4pp | 30.89%+39.3pp | 302.91%-232.7pp |
| Employer contribution / active EE | $3,502 | $4,104-14.7% | $3,418+2.5% | $4,762-26.5% |
| Participant deferral / active EE | $18,369 | $6,676+175.2% | $6,271+192.9% | $5,983+207.0% |
| Admin fee / account holder | $17,961 | $10,999+63.3% | $8,083+122.2% | $11,248+59.7% |