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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 | $55,764 | $51,638+8.0% | $68,368-18.4% | $82,448-32.4% |
| Participation rate | 81.3% | 63.6%+17.6pp | 73.8%+7.5pp | 68.1%+13.2pp |
| Annual return | 15.59% | 37.53%-21.9pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,278 | $2,047+60.2% | $2,649+23.7% | $2,551+28.5% |
| Participant deferral / active EE | $6,200 | $2,914+112.8% | $4,123+50.4% | $4,139+49.8% |
| Admin fee / account holder | $340 | $4,643-92.7% | $5,150-93.4% | $7,234-95.3% |