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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 | $71,042 | $64,324+10.4% | $118,914-40.3% | $79,856-11.0% |
| Participation rate | 70.6% | 64.9%+5.7pp | 75.4%-4.8pp | 69.6%+0.9pp |
| Annual return | 19.72% | 86.45%-66.7pp | 35.89%-16.2pp | 31.71%-12.0pp |
| Employer contribution / active EE | $4,946 | $1,836+169.4% | $3,264+51.5% | $2,471+100.2% |
| Participant deferral / active EE | $4,550 | $2,824+61.1% | $4,266+6.7% | $3,741+21.6% |
| Admin fee / account holder | $689 | $4,040-82.9% | $6,582-89.5% | $5,306-87.0% |