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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 | $61,470 | $72,071-14.7% | $68,368-10.1% | $137,256-55.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.0%+5.0pp |
| Annual return | 13.92% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,181 | $2,788-21.8% | $2,649-17.7% | $4,156-47.5% |
| Participant deferral / active EE | $4,012 | $4,410-9.0% | $4,123-2.7% | $6,407-37.4% |
| Admin fee / account holder | $9,510 | $5,336+78.2% | $5,150+84.7% | $12,270-22.5% |