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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 | $60,469 | $136,214-55.6% | $98,775-38.8% | $167,536-63.9% |
| Participation rate | 85.7% | 70.2%+15.5pp | 65.7%+20.0pp | 82.1%+3.6pp |
| Annual return | 14.86% | 67.53%-52.7pp | 49.92%-35.1pp | 478.82%-464.0pp |
| Employer contribution / active EE | $9,615 | $2,631+265.4% | $2,067+365.1% | $4,839+98.7% |
| Participant deferral / active EE | $5,142 | $3,716+38.4% | $3,035+69.4% | $6,342-18.9% |
| Admin fee / account holder | $3,541 | $5,031-29.6% | $4,076-13.1% | $12,315-71.2% |