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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 | $63,063 | $105,210-40.1% | $159,487-60.5% | $85,851-26.5% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.8%+3.2pp | 69.3%+16.7pp |
| Annual return | 14.68% | 45.08%-30.4pp | 263.71%-249.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $3,269 | $3,319-1.5% | $4,831-32.3% | $2,565+27.4% |
| Participant deferral / active EE | $6,983 | $5,946+17.4% | $7,354-5.0% | $3,952+76.7% |
| Admin fee / account holder | $6,577 | $6,934-5.1% | $10,804-39.1% | $6,261+5.1% |