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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 | $71,616 | $105,210-31.9% | $159,487-55.1% | $85,851-16.6% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 14.92% | 45.08%-30.2pp | 263.71%-248.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $3,303 | $3,319-0.5% | $4,831-31.6% | $2,565+28.8% |
| Participant deferral / active EE | $6,314 | $5,946+6.2% | $7,354-14.1% | $3,952+59.8% |
| Admin fee / account holder | $3,106 | $6,934-55.2% | $10,804-71.2% | $6,261-50.4% |