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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 | $62,583 | $49,976+25.2% | $66,674-6.1% | $82,637-24.3% |
| Participation rate | 84.9% | 63.1%+21.9pp | 73.7%+11.3pp | 68.1%+16.9pp |
| Annual return | 17.58% | 39.09%-21.5pp | 321.24%-303.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $5,235 | $1,988+163.3% | $2,620+99.8% | $2,552+105.1% |
| Participant deferral / active EE | $8,224 | $2,847+188.9% | $4,084+101.4% | $4,126+99.3% |
| Admin fee / account holder | $4,519 | $4,594-1.6% | $5,098-11.4% | $7,339-38.4% |