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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 | $74,580 | $83,337-10.5% | $67,834+9.9% | $273,972-72.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 4.23% | 259.45%-255.2pp | 138.47%-134.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,650 | $3,287-19.4% | $2,403+10.3% | $4,869-45.6% |
| Participant deferral / active EE | $6,000 | $4,088+46.8% | $3,160+89.9% | $5,287+13.5% |
| Admin fee / account holder | $495 | $6,752-92.7% | $4,622-89.3% | $10,133-95.1% |