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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 | $63,827 | $70,666-9.7% | $169,385-62.3% | $75,181-15.1% |
| Participation rate | 78.2% | 64.8%+13.4pp | 77.2%+1.0pp | 67.2%+11.0pp |
| Annual return | 17.51% | 36.37%-18.9pp | 405.82%-388.3pp | 160.69%-143.2pp |
| Employer contribution / active EE | $1,746 | $2,210-21.0% | $4,012-56.5% | $2,671-34.6% |
| Participant deferral / active EE | $7,921 | $4,308+83.8% | $6,221+27.3% | $4,126+92.0% |
| Admin fee / account holder | $2,138 | $5,402-60.4% | $9,011-76.3% | $5,650-62.2% |