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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 | $63,256 | $137,414-54.0% | $189,537-66.6% | $85,847-26.3% |
| Participation rate | 94.6% | 84.6%+10.0pp | 87.8%+6.8pp | 69.3%+25.3pp |
| Annual return | 15.58% | 38.14%-22.6pp | 555.34%-539.8pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,242 | $4,344-48.4% | $6,161-63.6% | $2,565-12.6% |
| Participant deferral / active EE | $6,010 | $6,260-4.0% | $8,220-26.9% | $3,952+52.1% |
| Admin fee / account holder | $2,691 | $8,630-68.8% | $12,048-77.7% | $6,261-57.0% |