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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 | $75,164 | $105,198-28.5% | $159,455-52.9% | $85,856-12.5% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 12.88% | 45.08%-32.2pp | 263.63%-250.8pp | 318.58%-305.7pp |
| Employer contribution / active EE | $2,591 | $3,319-21.9% | $4,830-46.4% | $2,565+1.0% |
| Participant deferral / active EE | $7,134 | $5,946+20.0% | $7,353-3.0% | $3,952+80.5% |
| Admin fee / account holder | $5,137 | $6,934-25.9% | $10,800-52.4% | $6,261-17.9% |