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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 | $65,409 | $69,118-5.4% | $53,647+21.9% | $138,895-52.9% |
| Participation rate | 90.9% | 64.0%+26.9pp | 56.3%+34.6pp | 79.9%+11.0pp |
| Annual return | 17.06% | 248.26%-231.2pp | 358.33%-341.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $973 | $1,189-18.2% | $962+1.1% | $4,194-76.8% |
| Participant deferral / active EE | $5,620 | $2,274+147.1% | $1,813+209.9% | $6,396-12.1% |
| Admin fee / account holder | $1,672 | $2,724-38.6% | $2,460-32.0% | $12,562-86.7% |