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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 | $71,700 | $81,208-11.7% | $98,920-27.5% | $79,856-10.2% |
| Participation rate | 93.9% | 72.5%+21.4pp | 76.0%+17.9pp | 69.6%+24.3pp |
| Annual return | 19.02% | 60.99%-42.0pp | 196.47%-177.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,121 | $1,960-42.8% | $2,689-58.3% | $2,471-54.6% |
| Participant deferral / active EE | $3,291 | $3,265+0.8% | $4,245-22.5% | $3,741-12.0% |
| Admin fee / account holder | $840 | $6,013-86.0% | $6,643-87.4% | $5,306-84.2% |