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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 | $63,152 | $111,535-43.4% | $105,223-40.0% | $137,256-54.0% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 20.21% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,422 | $3,939-38.5% | $3,689-34.3% | $4,156-41.7% |
| Participant deferral / active EE | $9,894 | $5,500+79.9% | $5,072+95.1% | $6,407+54.4% |
| Admin fee / account holder | $1,574 | $9,721-83.8% | $8,859-82.2% | $12,270-87.2% |