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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 | $63,783 | $103,038-38.1% | $90,324-29.4% | $152,909-58.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 22.34% | 95.25%-72.9pp | 78.15%-55.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,075 | $3,141-2.1% | $2,856+7.7% | $4,764-35.5% |
| Participant deferral / active EE | $4,484 | $4,282+4.7% | $3,885+15.4% | $5,851-23.4% |
| Admin fee / account holder | $831 | $6,177-86.5% | $5,356-84.5% | $11,601-92.8% |