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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 | $70,619 | $63,346+11.5% | $92,240-23.4% | $70,126+0.7% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 16.52% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,592 | $2,471+4.9% | $3,680-29.6% | $2,343+10.6% |
| Participant deferral / active EE | $4,892 | $2,854+71.4% | $3,897+25.5% | $3,332+46.8% |
| Admin fee / account holder | $2,024 | $3,841-47.3% | $5,194-61.0% | $4,645-56.4% |