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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 | $69,007 | $77,157-10.6% | $108,405-36.3% | $85,847-19.6% |
| Participation rate | 71.4% | 74.7%-3.2pp | 80.1%-8.7pp | 69.3%+2.1pp |
| Annual return | 17.69% | 44.55%-26.9pp | 905.55%-887.9pp | 318.61%-300.9pp |
| Employer contribution / active EE | $3,546 | $2,379+49.0% | $3,559-0.4% | $2,565+38.2% |
| Participant deferral / active EE | $9,446 | $5,567+69.7% | $6,563+43.9% | $3,952+139.0% |
| Admin fee / account holder | $7,376 | $5,174+42.6% | $7,297+1.1% | $6,261+17.8% |