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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 | $82,671 | $105,210-21.4% | $159,487-48.2% | $85,851-3.7% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.8%+4.9pp | 69.3%+18.5pp |
| Annual return | 19.32% | 45.08%-25.8pp | 263.71%-244.4pp | 318.63%-299.3pp |
| Employer contribution / active EE | $1,554 | $3,319-53.2% | $4,831-67.8% | $2,565-39.4% |
| Participant deferral / active EE | $14,406 | $5,946+142.3% | $7,354+95.9% | $3,952+264.5% |
| Admin fee / account holder | $14,108 | $6,934+103.5% | $10,804+30.6% | $6,261+125.3% |