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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 | $67,626 | $107,941-37.3% | $91,994-26.5% | $152,909-55.8% |
| Participation rate | 95.5% | 81.2%+14.3pp | 78.6%+16.8pp | 82.5%+13.0pp |
| Annual return | 22.08% | 89.28%-67.2pp | 69.04%-47.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,714 | $4,212-35.6% | $3,453-21.4% | $4,764-43.0% |
| Participant deferral / active EE | $8,523 | $6,366+33.9% | $5,924+43.9% | $5,851+45.7% |
| Admin fee / account holder | $7,162 | $10,521-31.9% | $7,744-7.5% | $11,601-38.3% |