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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 | $70,657 | $142,430-50.4% | $115,170-38.6% | $152,897-53.8% |
| Participation rate | 91.3% | 82.4%+8.9pp | 75.9%+15.4pp | 82.5%+8.9pp |
| Annual return | 20.43% | 41.48%-21.0pp | 35.60%-15.2pp | 345.43%-325.0pp |
| Employer contribution / active EE | $7,674 | $4,011+91.3% | $3,179+141.4% | $4,764+61.1% |
| Participant deferral / active EE | $3,337 | $5,165-35.4% | $4,169-19.9% | $5,851-43.0% |
| Admin fee / account holder | $5,844 | $8,464-31.0% | $7,089-17.6% | $11,599-49.6% |