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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 | $67,298 | $81,643-17.6% | $70,462-4.5% | $158,950-57.7% |
| Participation rate | 94.1% | 77.7%+16.4pp | 75.1%+19.1pp | 82.0%+12.2pp |
| Annual return | 15.48% | 208.51%-193.0pp | 109.08%-93.6pp | 302.91%-287.4pp |
| Employer contribution / active EE | $4,974 | $3,218+54.6% | $2,737+81.7% | $4,762+4.5% |
| Participant deferral / active EE | $8,455 | $4,555+85.6% | $3,710+127.9% | $5,983+41.3% |
| Admin fee / account holder | $1,451 | $6,194-76.6% | $3,845-62.3% | $11,248-87.1% |