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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 | $100,564 | $58,311+72.5% | $81,882+22.8% | $80,959+24.2% |
| Participation rate | 70.0% | 63.5%+6.5pp | 72.4%-2.4pp | 67.7%+2.3pp |
| Annual return | 14.69% | 41.85%-27.2pp | 779.47%-764.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,381 | $2,347+1.4% | $2,916-18.4% | $2,757-13.7% |
| Participant deferral / active EE | $7,169 | $3,287+118.1% | $4,323+65.8% | $4,300+66.7% |
| Admin fee / account holder | $1,718 | $4,752-63.8% | $7,360-76.7% | $6,925-75.2% |