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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 | $79,554 | $105,210-24.4% | $159,487-50.1% | $85,851-7.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 16.41% | 45.08%-28.7pp | 263.71%-247.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $2,734 | $3,319-17.6% | $4,831-43.4% | $2,565+6.6% |
| Participant deferral / active EE | $7,840 | $5,946+31.9% | $7,354+6.6% | $3,952+98.4% |
| Admin fee / account holder | $337 | $6,934-95.1% | $10,804-96.9% | $6,261-94.6% |