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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 | $67,870 | $118,875-42.9% | $96,572-29.7% | $167,553-59.5% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.8%+25.4pp | 82.1%+13.1pp |
| Annual return | 11.74% | 50.50%-38.8pp | 37.79%-26.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,556 | $3,121+13.9% | $2,357+50.8% | $4,840-26.5% |
| Participant deferral / active EE | $2,707 | $4,617-41.4% | $3,850-29.7% | $6,343-57.3% |
| Admin fee / account holder | $3,846 | $8,070-52.3% | $6,183-37.8% | $12,316-68.8% |