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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 | $60,752 | $53,063+14.5% | $124,206-51.1% | $82,637-26.5% |
| Participation rate | 85.7% | 58.4%+27.3pp | 69.6%+16.1pp | 68.1%+17.7pp |
| Annual return | 18.47% | 68.87%-50.4pp | 515.27%-496.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $3,941 | $1,530+157.5% | $3,540+11.3% | $2,552+54.4% |
| Participant deferral / active EE | $8,128 | $2,644+207.4% | $3,968+104.9% | $4,126+97.0% |
| Admin fee / account holder | $2,288 | $4,281-46.6% | $5,929-61.4% | $7,339-68.8% |