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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 | $59,765 | $51,638+15.7% | $68,368-12.6% | $82,448-27.5% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 13.85% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $8,535 | $2,047+317.0% | $2,649+222.2% | $2,551+234.6% |
| Participant deferral / active EE | $4,690 | $2,914+61.0% | $4,123+13.8% | $4,139+13.3% |
| Admin fee / account holder | $2,525 | $4,643-45.6% | $5,150-51.0% | $7,234-65.1% |