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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 | $74,576 | $102,638-27.3% | $81,982-9.0% | $158,982-53.1% |
| Participation rate | 81.3% | 75.5%+5.7pp | 69.3%+12.0pp | 82.0%-0.7pp |
| Annual return | 12.89% | 61.05%-48.2pp | 41.31%-28.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,589 | $3,241-51.0% | $2,498-36.4% | $4,763-66.6% |
| Participant deferral / active EE | $4,000 | $4,649-14.0% | $3,722+7.5% | $5,983-33.1% |
| Admin fee / account holder | $2,643 | $8,237-67.9% | $5,665-53.3% | $11,252-76.5% |