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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 | $57,911 | $72,071-19.6% | $68,368-15.3% | $137,256-57.8% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.0%+4.3pp |
| Annual return | 13.39% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,327 | $2,788-52.4% | $2,649-49.9% | $4,156-68.1% |
| Participant deferral / active EE | $2,830 | $4,410-35.8% | $4,123-31.4% | $6,407-55.8% |
| Admin fee / account holder | $7,065 | $5,336+32.4% | $5,150+37.2% | $12,270-42.4% |