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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 | $95,060 | $48,011+98.0% | $63,803+49.0% | $82,637+15.0% |
| Participation rate | 75.9% | 66.6%+9.3pp | 72.7%+3.2pp | 68.1%+7.8pp |
| Annual return | 16.35% | 19.84%-3.5pp | 543.72%-527.4pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,238 | $1,904+70.1% | $2,532+27.9% | $2,552+26.9% |
| Participant deferral / active EE | $2,691 | $2,846-5.5% | $3,843-30.0% | $4,126-34.8% |
| Admin fee / account holder | $876 | $3,873-77.4% | $5,196-83.1% | $7,339-88.1% |