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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 | $70,632 | $102,429-31.0% | $147,096-52.0% | $80,925-12.7% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 17.37% | 135.02%-117.6pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $4,253 | $3,716+14.5% | $4,936-13.8% | $2,756+54.3% |
| Participant deferral / active EE | $9,521 | $6,649+43.2% | $8,071+18.0% | $4,299+121.5% |
| Admin fee / account holder | $1,857 | $7,957-76.7% | $13,005-85.7% | $6,940-73.2% |