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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 | $91,476 | $105,200-13.0% | $159,474-42.6% | $85,847+6.6% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 24.73% | 45.08%-20.3pp | 263.68%-238.9pp | 318.61%-293.9pp |
| Employer contribution / active EE | $3,222 | $3,319-2.9% | $4,831-33.3% | $2,565+25.6% |
| Participant deferral / active EE | $6,182 | $5,946+4.0% | $7,353-15.9% | $3,952+56.4% |
| Admin fee / account holder | $1,250 | $6,934-82.0% | $10,802-88.4% | $6,261-80.0% |