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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 | $62,505 | $115,810-46.0% | $101,271-38.3% | $158,966-60.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 9.94% | 56.15%-46.2pp | 46.48%-36.5pp | 302.95%-293.0pp |
| Employer contribution / active EE | $8,392 | $4,175+101.0% | $3,660+129.3% | $4,762+76.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,499 | $7,248-24.1% | $5,948-7.5% | $11,250-51.1% |