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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 | $63,847 | $132,634-51.9% | $115,768-44.8% | $137,256-53.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 17.28% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,594 | $3,360+36.8% | $2,940+56.3% | $4,156+10.5% |
| Participant deferral / active EE | $4,847 | $5,619-13.7% | $4,917-1.4% | $6,407-24.3% |
| Admin fee / account holder | $1,757 | $15,028-88.3% | $12,439-85.9% | $12,270-85.7% |