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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 | $58,626 | $69,274-15.4% | $64,097-8.5% | $139,487-58.0% |
| Participation rate | 95.8% | 75.6%+20.2pp | 72.3%+23.5pp | 80.3%+15.5pp |
| Annual return | 16.49% | 46.00%-29.5pp | 33.75%-17.3pp | 373.84%-357.4pp |
| Employer contribution / active EE | $4,263 | $3,187+33.8% | $2,750+55.0% | $4,755-10.3% |
| Participant deferral / active EE | $6,059 | $4,685+29.3% | $3,881+56.1% | $6,713-9.7% |
| Admin fee / account holder | $5,875 | $4,247+38.3% | $3,070+91.4% | $11,407-48.5% |