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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 | $68,735 | $105,210-34.7% | $159,487-56.9% | $85,851-19.9% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.8%-11.7pp | 69.3%+1.8pp |
| Annual return | 16.37% | 45.08%-28.7pp | 263.71%-247.3pp | 318.63%-302.3pp |
| Employer contribution / active EE | $2,618 | $3,319-21.1% | $4,831-45.8% | $2,565+2.1% |
| Participant deferral / active EE | $5,376 | $5,946-9.6% | $7,354-26.9% | $3,952+36.0% |
| Admin fee / account holder | $5,375 | $6,934-22.5% | $10,804-50.2% | $6,261-14.1% |