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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 | $56,377 | $81,208-30.6% | $98,920-43.0% | $79,856-29.4% |
| Participation rate | 90.1% | 72.5%+17.6pp | 76.0%+14.1pp | 69.6%+20.5pp |
| Annual return | 10.87% | 60.99%-50.1pp | 196.47%-185.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,713 | $1,960-12.6% | $2,689-36.3% | $2,471-30.7% |
| Participant deferral / active EE | $4,575 | $3,265+40.1% | $4,245+7.8% | $3,741+22.3% |
| Admin fee / account holder | $5,452 | $6,013-9.3% | $6,643-17.9% | $5,306+2.8% |