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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 | $57,777 | $100,139-42.3% | $85,187-32.2% | $145,884-60.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 20.57% | 84.15%-63.6pp | 66.67%-46.1pp | 551.85%-531.3pp |
| Employer contribution / active EE | $3,318 | $3,238+2.5% | $2,732+21.4% | $4,662-28.8% |
| Participant deferral / active EE | $8,875 | $5,296+67.6% | $4,525+96.1% | $6,690+32.7% |
| Admin fee / account holder | $2,435 | $7,262-66.5% | $6,162-60.5% | $13,392-81.8% |