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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 | $67,922 | $103,038-34.1% | $90,324-24.8% | $152,909-55.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 21.02% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,607 | $3,141-17.0% | $2,856-8.7% | $4,764-45.3% |
| Participant deferral / active EE | $3,750 | $4,282-12.4% | $3,885-3.5% | $5,851-35.9% |
| Admin fee / account holder | $4,167 | $6,177-32.5% | $5,356-22.2% | $11,601-64.1% |