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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 | $79,662 | $100,203-20.5% | $85,240-6.5% | $145,897-45.4% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 9.82% | 84.28%-74.5pp | 66.75%-56.9pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,386 | $3,242-26.4% | $2,735-12.8% | $4,663-48.8% |
| Participant deferral / active EE | $4,746 | $5,299-10.4% | $4,527+4.8% | $6,689-29.0% |
| Admin fee / account holder | $652 | $7,265-91.0% | $6,165-89.4% | $13,390-95.1% |