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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 | $82,067 | $109,411-25.0% | $89,435-8.2% | $158,982-48.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 29.02% | 345.68%-316.7pp | 245.55%-216.5pp | 302.99%-274.0pp |
| Employer contribution / active EE | $1,119 | $3,173-64.7% | $2,587-56.7% | $4,763-76.5% |
| Participant deferral / active EE | $5,409 | $4,600+17.6% | $3,890+39.0% | $5,983-9.6% |
| Admin fee / account holder | $2,991 | $6,159-51.4% | $4,884-38.8% | $11,252-73.4% |