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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 | $100,915 | $49,976+101.9% | $66,674+51.4% | $82,637+22.1% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 19.99% | 39.09%-19.1pp | 321.24%-301.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,680 | $1,988-15.5% | $2,620-35.9% | $2,552-34.2% |
| Participant deferral / active EE | $6,583 | $2,847+131.3% | $4,084+61.2% | $4,126+59.6% |
| Admin fee / account holder | $6,310 | $4,594+37.4% | $5,098+23.8% | $7,339-14.0% |