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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 | $66,198 | $109,967-39.8% | $97,197-31.9% | $145,877-54.6% |
| Participation rate | 85.0% | 76.0%+9.0pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 11.22% | 244.27%-233.0pp | 75.47%-64.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,156 | $3,077+2.6% | $2,723+15.9% | $4,663-32.3% |
| Participant deferral / active EE | $6,201 | $4,676+32.6% | $4,263+45.4% | $6,691-7.3% |
| Admin fee / account holder | $633 | $6,199-89.8% | $5,637-88.8% | $13,402-95.3% |