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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 | $66,687 | $69,248-3.7% | $64,101+4.0% | $139,466-52.2% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.87% | 45.95%-30.1pp | 33.72%-17.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,374 | $3,185-25.5% | $2,749-13.6% | $4,754-50.1% |
| Participant deferral / active EE | $8,522 | $4,682+82.0% | $3,881+119.6% | $6,712+27.0% |
| Admin fee / account holder | $3,881 | $4,247-8.6% | $3,070+26.4% | $11,409-66.0% |