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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 | $75,388 | $118,695-36.5% | $98,916-23.8% | $158,950-52.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 18.44% | 372.39%-354.0pp | 196.45%-178.0pp | 302.91%-284.5pp |
| Employer contribution / active EE | $2,246 | $3,333-32.6% | $2,689-16.5% | $4,762-52.8% |
| Participant deferral / active EE | $4,378 | $5,088-14.0% | $4,245+3.1% | $5,983-26.8% |
| Admin fee / account holder | $915 | $10,132-91.0% | $6,642-86.2% | $11,248-91.9% |