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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 | $70,932 | $70,366+0.8% | $66,674+6.4% | $138,895-48.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 15.74% | 386.41%-370.7pp | 321.24%-305.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,243 | $2,765+17.3% | $2,620+23.8% | $4,194-22.7% |
| Participant deferral / active EE | $1,690 | $4,374-61.4% | $4,084-58.6% | $6,396-73.6% |
| Admin fee / account holder | $1,255 | $5,262-76.2% | $5,098-75.4% | $12,562-90.0% |