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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 | $65,045 | $102,429-36.5% | $147,096-55.8% | $80,925-19.6% |
| Participation rate | 81.4% | 75.9%+5.5pp | 82.2%-0.8pp | 67.7%+13.7pp |
| Annual return | 39.83% | 135.02%-95.2pp | 419.75%-379.9pp | 35.65%+4.2pp |
| Employer contribution / active EE | $2,507 | $3,716-32.5% | $4,936-49.2% | $2,756-9.0% |
| Participant deferral / active EE | $4,272 | $6,649-35.7% | $8,071-47.1% | $4,299-0.6% |
| Admin fee / account holder | $2,379 | $7,957-70.1% | $13,005-81.7% | $6,940-65.7% |