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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 | $109,344-39.9% | $89,400-26.5% | $158,950-58.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 12.07% | 345.73%-333.7pp | 245.64%-233.6pp | 302.91%-290.8pp |
| Employer contribution / active EE | $2,215 | $3,170-30.1% | $2,586-14.4% | $4,762-53.5% |
| Participant deferral / active EE | $6,302 | $4,599+37.0% | $3,890+62.0% | $5,983+5.3% |
| Admin fee / account holder | $876 | $6,154-85.8% | $4,882-82.1% | $11,248-92.2% |