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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 | $71,642 | $105,200-31.9% | $159,474-55.1% | $85,847-16.5% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.8%+12.5pp | 69.3%+26.0pp |
| Annual return | 13.09% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $3,003 | $3,319-9.5% | $4,831-37.8% | $2,565+17.1% |
| Participant deferral / active EE | $7,056 | $5,946+18.7% | $7,353-4.0% | $3,952+78.5% |
| Admin fee / account holder | $4,459 | $6,934-35.7% | $10,802-58.7% | $6,261-28.8% |