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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 | $63,289 | $102,978-38.5% | $90,287-29.9% | $152,870-58.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 23.18% | 95.17%-72.0pp | 78.10%-54.9pp | 345.34%-322.2pp |
| Employer contribution / active EE | $2,616 | $3,139-16.7% | $2,855-8.4% | $4,763-45.1% |
| Participant deferral / active EE | $4,702 | $4,281+9.8% | $3,885+21.0% | $5,850-19.6% |
| Admin fee / account holder | $829 | $6,171-86.6% | $5,351-84.5% | $11,597-92.9% |