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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 | $42,650 | $102,422-58.4% | $147,117-71.0% | $80,959-47.3% |
| Participation rate | 78.4% | 75.9%+2.5pp | 82.2%-3.8pp | 67.7%+10.7pp |
| Annual return | 17.14% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $4,097 | $3,717+10.2% | $4,932-16.9% | $2,757+48.6% |
| Participant deferral / active EE | $6,362 | $6,652-4.4% | $8,065-21.1% | $4,300+47.9% |
| Admin fee / account holder | $6,880 | $7,953-13.5% | $12,993-47.0% | $6,925-0.7% |