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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 | $65,669 | $109,372-40.0% | $89,414-26.6% | $158,966-58.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 12.07% | 345.55%-333.5pp | 245.50%-233.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $2,215 | $3,171-30.2% | $2,586-14.4% | $4,762-53.5% |
| Participant deferral / active EE | $6,302 | $4,598+37.1% | $3,890+62.0% | $5,983+5.3% |
| Admin fee / account holder | $876 | $6,156-85.8% | $4,883-82.1% | $11,250-92.2% |