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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 | $68,279 | $90,397-24.5% | $76,002-10.2% | $145,959-53.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 18.44% | 621.97%-603.5pp | 360.07%-341.6pp | 561.95%-543.5pp |
| Employer contribution / active EE | $4,454 | $3,317+34.3% | $2,688+65.7% | $4,661-4.4% |
| Participant deferral / active EE | $7,294 | $5,163+41.3% | $4,257+71.4% | $6,689+9.1% |
| Admin fee / account holder | $2,281 | $8,369-72.8% | $6,414-64.4% | $13,398-83.0% |