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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 | $67,676 | $105,198-35.7% | $159,455-57.6% | $85,856-21.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.3pp |
| Annual return | 13.03% | 45.08%-32.0pp | 263.63%-250.6pp | 318.58%-305.6pp |
| Employer contribution / active EE | $2,653 | $3,319-20.0% | $4,830-45.1% | $2,565+3.4% |
| Participant deferral / active EE | $3,844 | $5,946-35.3% | $7,353-47.7% | $3,952-2.7% |
| Admin fee / account holder | $1,623 | $6,934-76.6% | $10,800-85.0% | $6,261-74.1% |