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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 | $66,799 | $103,000-35.1% | $90,300-26.0% | $152,885-56.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 18.10% | 95.19%-77.1pp | 78.11%-60.0pp | 345.39%-327.3pp |
| Employer contribution / active EE | $4,607 | $3,138+46.8% | $2,854+61.4% | $4,763-3.3% |
| Participant deferral / active EE | $7,931 | $4,281+85.3% | $3,884+104.2% | $5,851+35.6% |
| Admin fee / account holder | $3,596 | $6,173-41.8% | $5,353-32.8% | $11,598-69.0% |