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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 | $64,653 | $105,210-38.5% | $159,487-59.5% | $85,851-24.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 12.78% | 45.08%-32.3pp | 263.71%-250.9pp | 318.63%-305.9pp |
| Employer contribution / active EE | $3,413 | $3,319+2.8% | $4,831-29.4% | $2,565+33.0% |
| Participant deferral / active EE | $7,056 | $5,946+18.7% | $7,354-4.0% | $3,952+78.5% |
| Admin fee / account holder | $6,571 | $6,934-5.2% | $10,804-39.2% | $6,261+4.9% |