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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 | $76,620 | $112,112-31.7% | $95,956-20.2% | $158,950-51.8% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 23.81% | 171.15%-147.3pp | 91.63%-67.8pp | 302.91%-279.1pp |
| Employer contribution / active EE | $2,018 | $3,199-36.9% | $2,541-20.6% | $4,762-57.6% |
| Participant deferral / active EE | $5,065 | $4,784+5.9% | $4,167+21.6% | $5,983-15.3% |
| Admin fee / account holder | $2,081 | $10,134-79.5% | $6,797-69.4% | $11,248-81.5% |