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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 | $62,985 | $81,208-22.4% | $98,920-36.3% | $79,856-21.1% |
| Participation rate | 93.9% | 72.5%+21.4pp | 76.0%+17.8pp | 69.6%+24.2pp |
| Annual return | 12.25% | 60.99%-48.7pp | 196.47%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,351 | $1,960+71.0% | $2,689+24.6% | $2,471+35.6% |
| Participant deferral / active EE | $3,103 | $3,265-5.0% | $4,245-26.9% | $3,741-17.0% |
| Admin fee / account holder | $5,134 | $6,013-14.6% | $6,643-22.7% | $5,306-3.3% |