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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 | $61,094 | $105,200-41.9% | $159,474-61.7% | $85,847-28.8% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 23.46% | 45.08%-21.6pp | 263.68%-240.2pp | 318.61%-295.1pp |
| Employer contribution / active EE | $2,686 | $3,319-19.1% | $4,831-44.4% | $2,565+4.7% |
| Participant deferral / active EE | $5,303 | $5,946-10.8% | $7,353-27.9% | $3,952+34.2% |
| Admin fee / account holder | $1,679 | $6,934-75.8% | $10,802-84.5% | $6,261-73.2% |