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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 | $30,204 | $97,125-68.9% | $86,233-65.0% | $137,256-78.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 16.62% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,889 | $2,841+36.9% | $2,504+55.3% | $4,156-6.4% |
| Participant deferral / active EE | $7,554 | $5,180+45.8% | $4,559+65.7% | $6,407+17.9% |
| Admin fee / account holder | $8,083 | $9,725-16.9% | $8,342-3.1% | $12,270-34.1% |