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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 | $84,885 | $81,643+4.0% | $70,462+20.5% | $158,950-46.6% |
| Participation rate | 92.9% | 77.7%+15.1pp | 75.1%+17.8pp | 82.0%+10.9pp |
| Annual return | 12.77% | 208.51%-195.7pp | 109.08%-96.3pp | 302.91%-290.1pp |
| Employer contribution / active EE | $4,036 | $3,218+25.4% | $2,737+47.4% | $4,762-15.2% |
| Participant deferral / active EE | $6,012 | $4,555+32.0% | $3,710+62.1% | $5,983+0.5% |
| Admin fee / account holder | $2,844 | $6,194-54.1% | $3,845-26.0% | $11,248-74.7% |