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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 | $65,796 | $70,366-6.5% | $66,674-1.3% | $138,895-52.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 19.39% | 386.41%-367.0pp | 321.24%-301.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,357 | $2,765-14.8% | $2,620-10.1% | $4,194-43.8% |
| Participant deferral / active EE | $4,692 | $4,374+7.3% | $4,084+14.9% | $6,396-26.6% |
| Admin fee / account holder | $438 | $5,262-91.7% | $5,098-91.4% | $12,562-96.5% |