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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 | $87,332 | $50,554+72.8% | $67,681+29.0% | $87,485-0.2% |
| Participation rate | 71.4% | 67.7%+3.7pp | 73.7%-2.3pp | 68.9%+2.5pp |
| Annual return | 12.55% | 17.81%-5.3pp | 590.58%-578.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,940 | $1,988-2.4% | $2,678-27.6% | $2,596-25.3% |
| Participant deferral / active EE | $4,094 | $2,961+38.3% | $3,976+3.0% | $4,274-4.2% |
| Admin fee / account holder | $24,361 | $4,132+489.5% | $6,100+299.4% | $7,775+213.3% |