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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 | $68,281 | $109,344-37.6% | $89,400-23.6% | $158,950-57.0% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.0%+18.7pp | 82.0%+4.7pp |
| Annual return | 17.70% | 345.73%-328.0pp | 245.64%-227.9pp | 302.91%-285.2pp |
| Employer contribution / active EE | $1,851 | $3,170-41.6% | $2,586-28.4% | $4,762-61.1% |
| Participant deferral / active EE | $6,336 | $4,599+37.8% | $3,890+62.9% | $5,983+5.9% |
| Admin fee / account holder | $812 | $6,154-86.8% | $4,882-83.4% | $11,248-92.8% |