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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 | $70,053 | $89,370-21.6% | $141,197-50.4% | $72,976-4.0% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 40.20% | 111.88%-71.7pp | 71.41%-31.2pp | 81.02%-40.8pp |
| Employer contribution / active EE | $2,586 | $3,115-17.0% | $4,736-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $7,403 | $5,419+36.6% | $6,710+10.3% | $3,608+105.2% |
| Admin fee / account holder | $10,543 | $5,957+77.0% | $10,265+2.7% | $5,124+105.8% |