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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 | $66,648 | $96,965-31.3% | $97,995-32.0% | $147,586-54.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 36.74% | 24.11%+12.6pp | 23.94%+12.8pp | 578.59%-541.9pp |
| Employer contribution / active EE | $9,159 | $4,536+101.9% | $4,158+120.2% | $4,876+87.8% |
| Participant deferral / active EE | $21,730 | $5,081+327.7% | $5,097+326.4% | $5,439+299.5% |
| Admin fee / account holder | $5,748 | $8,120-29.2% | $5,943-3.3% | $10,886-47.2% |