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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 | $65,337 | $103,000-36.6% | $90,300-27.6% | $152,885-57.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 16.78% | 95.19%-78.4pp | 78.11%-61.3pp | 345.39%-328.6pp |
| Employer contribution / active EE | $3,456 | $3,138+10.1% | $2,854+21.1% | $4,763-27.4% |
| Participant deferral / active EE | $4,385 | $4,281+2.4% | $3,884+12.9% | $5,851-25.1% |
| Admin fee / account holder | $20,230 | $6,173+227.7% | $5,353+277.9% | $11,598+74.4% |