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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 | $134,610 | $58,258+131.1% | $81,820+64.5% | $80,925+66.3% |
| Participation rate | 71.4% | 63.5%+8.0pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 12.80% | 41.76%-29.0pp | 777.93%-765.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,876 | $2,345+22.6% | $2,915-1.3% | $2,756+4.4% |
| Participant deferral / active EE | $5,731 | $3,284+74.5% | $4,323+32.6% | $4,299+33.3% |
| Admin fee / account holder | $4,529 | $4,976-9.0% | $7,391-38.7% | $6,940-34.7% |