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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 | $50,445 | $81,208-37.9% | $98,920-49.0% | $79,856-36.8% |
| Participation rate | 97.5% | 72.5%+25.0pp | 76.0%+21.5pp | 69.6%+27.9pp |
| Annual return | 17.82% | 60.99%-43.2pp | 196.47%-178.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,716 | $1,960+89.6% | $2,689+38.2% | $2,471+50.4% |
| Participant deferral / active EE | $2,908 | $3,265-10.9% | $4,245-31.5% | $3,741-22.3% |
| Admin fee / account holder | $6,185 | $6,013+2.9% | $6,643-6.9% | $5,306+16.6% |