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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 | $73,030 | $77,157-5.3% | $108,405-32.6% | $85,851-14.9% |
| Participation rate | 97.3% | 74.7%+22.7pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 31.73% | 44.55%-12.8pp | 905.55%-873.8pp | 318.63%-286.9pp |
| Employer contribution / active EE | $1,838 | $2,379-22.8% | $3,559-48.4% | $2,565-28.4% |
| Participant deferral / active EE | $9,199 | $5,567+65.3% | $6,563+40.2% | $3,952+132.8% |
| Admin fee / account holder | $3,806 | $5,174-26.4% | $7,297-47.8% | $6,261-39.2% |