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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 | $71,996 | $105,200-31.6% | $159,474-54.9% | $85,847-16.1% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.8%-10.3pp | 69.3%+3.2pp |
| Annual return | 16.63% | 45.08%-28.5pp | 263.68%-247.1pp | 318.61%-302.0pp |
| Employer contribution / active EE | $6,217 | $3,319+87.3% | $4,831+28.7% | $2,565+142.4% |
| Participant deferral / active EE | $3,010 | $5,946-49.4% | $7,353-59.1% | $3,952-23.8% |
| Admin fee / account holder | $4,308 | $6,934-37.9% | $10,802-60.1% | $6,261-31.2% |