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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 | $103,038-35.2% | $90,324-26.0% | $152,909-56.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 18.10% | 95.25%-77.1pp | 78.15%-60.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $4,607 | $3,141+46.7% | $2,856+61.3% | $4,764-3.3% |
| Participant deferral / active EE | $7,931 | $4,282+85.2% | $3,885+104.1% | $5,851+35.5% |
| Admin fee / account holder | $3,596 | $6,177-41.8% | $5,356-32.9% | $11,601-69.0% |