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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 | $72,895 | $105,210-30.7% | $159,487-54.3% | $85,851-15.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 13.57% | 45.08%-31.5pp | 263.71%-250.1pp | 318.63%-305.1pp |
| Employer contribution / active EE | $2,184 | $3,319-34.2% | $4,831-54.8% | $2,565-14.9% |
| Participant deferral / active EE | $4,379 | $5,946-26.4% | $7,354-40.5% | $3,952+10.8% |
| Admin fee / account holder | $3,803 | $6,934-45.2% | $10,804-64.8% | $6,261-39.3% |