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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 | $67,123 | $755,339-91.1% | $379,746-82.3% | $158,982-57.8% |
| Participation rate | 88.2% | 81.8%+6.5pp | 78.4%+9.8pp | 82.0%+6.3pp |
| Annual return | 31.09% | 53.41%-22.3pp | 34.90%-3.8pp | 302.99%-271.9pp |
| Employer contribution / active EE | $1,923 | $4,685-59.0% | $3,540-45.7% | $4,763-59.6% |
| Participant deferral / active EE | $8,313 | $7,938+4.7% | $6,024+38.0% | $5,983+38.9% |
| Admin fee / account holder | $10,366 | $14,482-28.4% | $7,927+30.8% | $11,252-7.9% |