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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 | $68,596 | $102,429-33.0% | $147,096-53.4% | $80,925-15.2% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 18.54% | 135.02%-116.5pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $4,086 | $3,716+10.0% | $4,936-17.2% | $2,756+48.2% |
| Participant deferral / active EE | $11,628 | $6,649+74.9% | $8,071+44.1% | $4,299+170.5% |
| Admin fee / account holder | $2,292 | $7,957-71.2% | $13,005-82.4% | $6,940-67.0% |