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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 | $66,814 | $52,279+27.8% | $89,435-25.3% | $79,856-16.3% |
| Participation rate | 72.4% | 57.5%+14.9pp | 68.0%+4.4pp | 69.6%+2.8pp |
| Annual return | 18.39% | 22.16%-3.8pp | 245.55%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,910 | $1,572+85.1% | $2,587+12.5% | $2,471+17.7% |
| Participant deferral / active EE | $6,359 | $2,740+132.1% | $3,890+63.5% | $3,741+70.0% |
| Admin fee / account holder | $1,718 | $3,356-48.8% | $4,884-64.8% | $5,306-67.6% |