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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 | $89,641 | $70,684+26.8% | $169,397-47.1% | $75,177+19.2% |
| Participation rate | 81.8% | 64.8%+17.0pp | 77.2%+4.6pp | 67.2%+14.6pp |
| Annual return | 16.17% | 36.38%-20.2pp | 406.23%-390.1pp | 160.75%-144.6pp |
| Employer contribution / active EE | $2,499 | $2,211+13.0% | $4,013-37.7% | $2,671-6.5% |
| Participant deferral / active EE | $5,746 | $4,310+33.3% | $6,223-7.7% | $4,126+39.3% |
| Admin fee / account holder | $498 | $5,404-90.8% | $9,017-94.5% | $5,651-91.2% |