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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 | $62,885 | $81,208-22.6% | $98,916-36.4% | $79,858-21.3% |
| Participation rate | 82.6% | 72.5%+10.1pp | 76.0%+6.5pp | 69.6%+12.9pp |
| Annual return | 14.53% | 60.99%-46.5pp | 196.45%-181.9pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,467 | $1,960-25.2% | $2,689-45.5% | $2,471-40.6% |
| Participant deferral / active EE | $2,200 | $3,265-32.6% | $4,245-48.2% | $3,740-41.2% |
| Admin fee / account holder | $6,226 | $6,013+3.5% | $6,642-6.3% | $5,306+17.3% |