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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 | $73,768 | $105,200-29.9% | $159,474-53.7% | $85,847-14.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 18.56% | 45.08%-26.5pp | 263.68%-245.1pp | 318.61%-300.0pp |
| Employer contribution / active EE | $6,812 | $3,319+105.3% | $4,831+41.0% | $2,565+165.5% |
| Participant deferral / active EE | $8,042 | $5,946+35.3% | $7,353+9.4% | $3,952+103.5% |
| Admin fee / account holder | $2,930 | $6,934-57.7% | $10,802-72.9% | $6,261-53.2% |