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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 | $67,823 | $88,672-23.5% | $105,223-35.5% | $82,448-17.7% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 22.81% | 30.86%-8.0pp | 180.65%-157.8pp | 41.64%-18.8pp |
| Employer contribution / active EE | $3,094 | $3,048+1.5% | $3,689-16.1% | $2,551+21.3% |
| Participant deferral / active EE | $10,829 | $4,036+168.3% | $5,072+113.5% | $4,139+161.6% |
| Admin fee / account holder | $1,397 | $7,146-80.5% | $8,859-84.2% | $7,234-80.7% |