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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 | $70,361 | $150,412-53.2% | $120,574-41.6% | $145,884-51.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 19.32% | 154.50%-135.2pp | 107.42%-88.1pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,841 | $4,355-11.8% | $3,471+10.7% | $4,662-17.6% |
| Participant deferral / active EE | $12,087 | $6,175+95.7% | $4,996+141.9% | $6,690+80.7% |
| Admin fee / account holder | $2,627 | $12,224-78.5% | $9,445-72.2% | $13,392-80.4% |