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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 | $73,421 | $105,210-30.2% | $159,487-54.0% | $85,851-14.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 15.06% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $3,854 | $3,319+16.1% | $4,831-20.2% | $2,565+50.2% |
| Participant deferral / active EE | $12,315 | $5,946+107.1% | $7,354+67.5% | $3,952+211.6% |
| Admin fee / account holder | $12,050 | $6,934+73.8% | $10,804+11.5% | $6,261+92.5% |