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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 | $72,604 | $108,912-33.3% | $100,383-27.7% | $145,959-50.3% |
| Participation rate | 93.8% | 83.0%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 20.91% | 57.96%-37.1pp | 49.26%-28.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $4,368 | $4,423-1.2% | $3,944+10.8% | $4,661-6.3% |
| Participant deferral / active EE | $6,091 | $8,451-27.9% | $8,086-24.7% | $6,689-8.9% |
| Admin fee / account holder | $6,052 | $9,690-37.5% | $7,900-23.4% | $13,398-54.8% |