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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 | $67,396 | $90,489-25.5% | $76,051-11.4% | $145,978-53.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.15% | 622.78%-612.6pp | 360.42%-350.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,586 | $3,319-22.1% | $2,690-3.9% | $4,662-44.5% |
| Participant deferral / active EE | $6,156 | $5,164+19.2% | $4,257+44.6% | $6,690-8.0% |
| Admin fee / account holder | $51,834 | $8,374+519.0% | $6,416+707.9% | $13,400+286.8% |