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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 | $84,344 | $53,837+56.7% | $75,717+11.4% | $85,856-1.8% |
| Participation rate | 89.7% | 69.1%+20.7pp | 74.8%+14.9pp | 69.3%+20.4pp |
| Annual return | 26.51% | 24.54%+2.0pp | 104.58%-78.1pp | 318.58%-292.1pp |
| Employer contribution / active EE | $2,598 | $2,017+28.8% | $2,743-5.3% | $2,565+1.3% |
| Participant deferral / active EE | $4,185 | $2,895+44.6% | $3,821+9.5% | $3,952+5.9% |
| Admin fee / account holder | $1,738 | $3,341-48.0% | $3,619-52.0% | $6,261-72.2% |