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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 | $68,069 | $63,346+7.5% | $92,240-26.2% | $70,126-2.9% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 15.30% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,071 | $2,471-16.2% | $3,680-43.7% | $2,343-11.6% |
| Participant deferral / active EE | $2,092 | $2,854-26.7% | $3,897-46.3% | $3,332-37.2% |
| Admin fee / account holder | $9,547 | $3,841+148.6% | $5,194+83.8% | $4,645+105.5% |