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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 | $65,310 | $109,411-40.3% | $89,435-27.0% | $158,982-58.9% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.0%+8.2pp | 82.0%-5.8pp |
| Annual return | 10.63% | 345.68%-335.0pp | 245.55%-234.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $4,373 | $3,173+37.8% | $2,587+69.0% | $4,763-8.2% |
| Participant deferral / active EE | $2,321 | $4,600-49.5% | $3,890-40.3% | $5,983-61.2% |
| Admin fee / account holder | $4,022 | $6,159-34.7% | $4,884-17.7% | $11,252-64.3% |