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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 | $62,542 | $105,200-40.5% | $159,474-60.8% | $85,847-27.1% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 17.99% | 45.08%-27.1pp | 263.68%-245.7pp | 318.61%-300.6pp |
| Employer contribution / active EE | $3,136 | $3,319-5.5% | $4,831-35.1% | $2,565+22.2% |
| Participant deferral / active EE | $6,536 | $5,946+9.9% | $7,353-11.1% | $3,952+65.4% |
| Admin fee / account holder | $1,967 | $6,934-71.6% | $10,802-81.8% | $6,261-68.6% |