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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 | $57,386 | $100,073-42.7% | $85,126-32.6% | $145,877-60.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 18.31% | 84.11%-65.8pp | 66.63%-48.3pp | 551.28%-533.0pp |
| Employer contribution / active EE | $6,596 | $3,236+103.8% | $2,731+141.5% | $4,663+41.5% |
| Participant deferral / active EE | $11,286 | $5,294+113.2% | $4,523+149.5% | $6,691+68.7% |
| Admin fee / account holder | $17,105 | $7,261+135.6% | $6,160+177.7% | $13,402+27.6% |