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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 | $68,053 | $105,210-35.3% | $159,487-57.3% | $85,851-20.7% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.8%+8.7pp | 69.3%+22.2pp |
| Annual return | 15.26% | 45.08%-29.8pp | 263.71%-248.4pp | 318.63%-303.4pp |
| Employer contribution / active EE | $2,329 | $3,319-29.8% | $4,831-51.8% | $2,565-9.2% |
| Participant deferral / active EE | $7,742 | $5,946+30.2% | $7,354+5.3% | $3,952+95.9% |
| Admin fee / account holder | $3,989 | $6,934-42.5% | $10,804-63.1% | $6,261-36.3% |