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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 | $69,776 | $115,796-39.7% | $101,264-31.1% | $158,950-56.1% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 18.92% | 56.15%-37.2pp | 46.48%-27.6pp | 302.91%-284.0pp |
| Employer contribution / active EE | $2,156 | $4,175-48.4% | $3,660-41.1% | $4,762-54.7% |
| Participant deferral / active EE | $5,194 | $4,958+4.8% | $4,370+18.9% | $5,983-13.2% |
| Admin fee / account holder | $2,155 | $7,247-70.3% | $5,947-63.8% | $11,248-80.8% |