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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 | $69,285 | $79,223-12.5% | $102,460-32.4% | $74,478-7.0% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 12.76% | 54.98%-42.2pp | 29.47%-16.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $3,168 | $2,363+34.1% | $3,025+4.7% | $2,626+20.6% |
| Participant deferral / active EE | $6,808 | $4,417+54.1% | $5,056+34.7% | $4,350+56.5% |
| Admin fee / account holder | $5,920 | $2,003+195.6% | $9,460-37.4% | $1,946+204.3% |