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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 | $67,298 | $111,535-39.7% | $105,223-36.0% | $137,256-51.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 18.04% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,936 | $3,939+25.3% | $3,689+33.8% | $4,156+18.8% |
| Participant deferral / active EE | $6,504 | $5,500+18.3% | $5,072+28.2% | $6,407+1.5% |
| Admin fee / account holder | $2,153 | $9,721-77.9% | $8,859-75.7% | $12,270-82.5% |