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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 | $80,411 | $78,428+2.5% | $95,960-16.2% | $79,852+0.7% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 13.19% | 19.37%-6.2pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $3,336 | $1,945+71.5% | $2,541+31.3% | $2,471+35.0% |
| Participant deferral / active EE | $7,425 | $3,440+115.9% | $4,167+78.2% | $3,740+98.5% |
| Admin fee / account holder | $11,973 | $5,622+113.0% | $6,797+76.2% | $5,306+125.6% |