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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 | $53,839 | $56,134-4.1% | $96,161-44.0% | $85,856-37.3% |
| Participation rate | 71.8% | 56.7%+15.1pp | 68.4%+3.3pp | 69.3%+2.5pp |
| Annual return | 14.10% | 42.30%-28.2pp | 192.01%-177.9pp | 318.58%-304.5pp |
| Employer contribution / active EE | $1,947 | $1,620+20.2% | $2,798-30.4% | $2,565-24.1% |
| Participant deferral / active EE | $4,404 | $2,858+54.1% | $4,349+1.3% | $3,952+11.4% |
| Admin fee / account holder | $2,870 | $3,769-23.8% | $5,538-48.2% | $6,261-54.2% |