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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 | $87,884 | $52,279+68.1% | $89,435-1.7% | $79,856+10.1% |
| Participation rate | 92.4% | 57.5%+34.9pp | 68.0%+24.4pp | 69.6%+22.8pp |
| Annual return | 19.54% | 22.16%-2.6pp | 245.55%-226.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,999 | $1,572+27.2% | $2,587-22.7% | $2,471-19.1% |
| Participant deferral / active EE | $5,331 | $2,740+94.5% | $3,890+37.0% | $3,741+42.5% |
| Admin fee / account holder | $3,134 | $3,356-6.6% | $4,884-35.8% | $5,306-40.9% |