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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 | $68,819 | $105,200-34.6% | $159,474-56.8% | $85,847-19.8% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+13.9pp | 69.3%+27.5pp |
| Annual return | 16.97% | 45.08%-28.1pp | 263.68%-246.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $5,005 | $3,319+50.8% | $4,831+3.6% | $2,565+95.1% |
| Participant deferral / active EE | $10,324 | $5,946+73.6% | $7,353+40.4% | $3,952+161.2% |
| Admin fee / account holder | $942 | $6,934-86.4% | $10,802-91.3% | $6,261-85.0% |