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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 | $60,198 | $105,200-42.8% | $159,474-62.3% | $85,847-29.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 16.07% | 45.08%-29.0pp | 263.68%-247.6pp | 318.61%-302.5pp |
| Employer contribution / active EE | $5,870 | $3,319+76.9% | $4,831+21.5% | $2,565+128.8% |
| Participant deferral / active EE | $8,711 | $5,946+46.5% | $7,353+18.5% | $3,952+120.4% |
| Admin fee / account holder | $639 | $6,934-90.8% | $10,802-94.1% | $6,261-89.8% |