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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 | $69,184 | $77,157-10.3% | $108,405-36.2% | $85,847-19.4% |
| Participation rate | 97.9% | 74.7%+23.3pp | 80.1%+17.8pp | 69.3%+28.6pp |
| Annual return | 19.28% | 44.55%-25.3pp | 905.55%-886.3pp | 318.61%-299.3pp |
| Employer contribution / active EE | $2,708 | $2,379+13.8% | $3,559-23.9% | $2,565+5.6% |
| Participant deferral / active EE | $9,855 | $5,567+77.0% | $6,563+50.2% | $3,952+149.3% |
| Admin fee / account holder | $2,412 | $5,174-53.4% | $7,297-66.9% | $6,261-61.5% |