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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 | $102,422-33.0% | $147,117-53.4% | $80,959-15.3% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 18.54% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.1pp |
| Employer contribution / active EE | $4,086 | $3,717+9.9% | $4,932-17.2% | $2,757+48.2% |
| Participant deferral / active EE | $11,628 | $6,652+74.8% | $8,065+44.2% | $4,300+170.4% |
| Admin fee / account holder | $2,292 | $7,953-71.2% | $12,993-82.4% | $6,925-66.9% |