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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 | $66,752 | $109,344-39.0% | $89,400-25.3% | $158,950-58.0% |
| Participation rate | 93.3% | 74.3%+19.1pp | 68.0%+25.4pp | 82.0%+11.4pp |
| Annual return | 30.11% | 345.73%-315.6pp | 245.64%-215.5pp | 302.91%-272.8pp |
| Employer contribution / active EE | $3,208 | $3,170+1.2% | $2,586+24.1% | $4,762-32.6% |
| Participant deferral / active EE | $7,716 | $4,599+67.8% | $3,890+98.3% | $5,983+29.0% |
| Admin fee / account holder | $1,012 | $6,154-83.6% | $4,882-79.3% | $11,248-91.0% |