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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 | $50,247 | $72,071-30.3% | $68,368-26.5% | $137,256-63.4% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 18.02% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,822 | $2,788+37.1% | $2,649+44.3% | $4,156-8.0% |
| Participant deferral / active EE | $7,032 | $4,410+59.5% | $4,123+70.6% | $6,407+9.8% |
| Admin fee / account holder | $3,532 | $5,336-33.8% | $5,150-31.4% | $12,270-71.2% |