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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 | $102,422-36.5% | $147,117-55.8% | $80,959-19.7% |
| Participation rate | 81.4% | 75.9%+5.5pp | 82.2%-0.8pp | 67.7%+13.7pp |
| Annual return | 39.83% | 135.16%-95.3pp | 420.54%-380.7pp | 35.67%+4.2pp |
| Employer contribution / active EE | $2,507 | $3,717-32.6% | $4,932-49.2% | $2,757-9.1% |
| Participant deferral / active EE | $4,272 | $6,652-35.8% | $8,065-47.0% | $4,300-0.6% |
| Admin fee / account holder | $2,379 | $7,953-70.1% | $12,993-81.7% | $6,925-65.6% |