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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 | $81,696-17.6% | $70,494-4.5% | $158,982-57.7% |
| Participation rate | 94.1% | 77.7%+16.4pp | 75.1%+19.1pp | 82.0%+12.2pp |
| Annual return | 15.48% | 208.70%-193.2pp | 109.16%-93.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $4,974 | $3,220+54.5% | $2,738+81.7% | $4,763+4.4% |
| Participant deferral / active EE | $8,455 | $4,558+85.5% | $3,711+127.9% | $5,983+41.3% |
| Admin fee / account holder | $1,451 | $6,200-76.6% | $3,848-62.3% | $11,252-87.1% |