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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 | $67,798 | $121,677-44.3% | $104,625-35.2% | $158,966-57.4% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+8.9pp |
| Annual return | 17.37% | 465.58%-448.2pp | 340.60%-323.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,042 | $3,165-3.9% | $2,681+13.4% | $4,762-36.1% |
| Participant deferral / active EE | $5,067 | $4,175+21.4% | $3,738+35.6% | $5,983-15.3% |
| Admin fee / account holder | $4,727 | $7,777-39.2% | $6,465-26.9% | $11,250-58.0% |