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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 | $68,533 | $105,200-34.9% | $159,474-57.0% | $85,847-20.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 13.45% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $4,362 | $3,319+31.4% | $4,831-9.7% | $2,565+70.0% |
| Participant deferral / active EE | $5,638 | $5,946-5.2% | $7,353-23.3% | $3,952+42.7% |
| Admin fee / account holder | $3,515 | $6,934-49.3% | $10,802-67.5% | $6,261-43.9% |