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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 | $58,617 | $55,889+4.9% | $76,119-23.0% | $80,935-27.6% |
| Participation rate | 92.5% | 62.1%+30.4pp | 69.1%+23.4pp | 67.7%+24.8pp |
| Annual return | 10.73% | 20.58%-9.9pp | 361.25%-350.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $4,262 | $1,866+128.4% | $2,693+58.3% | $2,757+54.6% |
| Participant deferral / active EE | $7,912 | $3,051+159.3% | $4,259+85.8% | $4,299+84.0% |
| Admin fee / account holder | $4,218 | $5,241-19.5% | $6,421-34.3% | $6,924-39.1% |