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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 | $76,524 | $105,200-27.3% | $159,474-52.0% | $85,847-10.9% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.8%+3.9pp | 69.3%+17.4pp |
| Annual return | 17.51% | 45.08%-27.6pp | 263.68%-246.2pp | 318.61%-301.1pp |
| Employer contribution / active EE | $2,974 | $3,319-10.4% | $4,831-38.4% | $2,565+15.9% |
| Participant deferral / active EE | $9,663 | $5,946+62.5% | $7,353+31.4% | $3,952+144.5% |
| Admin fee / account holder | $3,436 | $6,934-50.5% | $10,802-68.2% | $6,261-45.1% |