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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 | $88,942 | $81,208+9.5% | $98,916-10.1% | $79,858+11.4% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.8pp | 69.6%+29.2pp |
| Annual return | 22.21% | 60.99%-38.8pp | 196.45%-174.2pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,671 | $1,960-14.7% | $2,689-37.9% | $2,471-32.4% |
| Participant deferral / active EE | $4,827 | $3,265+47.8% | $4,245+13.7% | $3,740+29.1% |
| Admin fee / account holder | $2,893 | $6,013-51.9% | $6,642-56.4% | $5,306-45.5% |