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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 | $83,556 | $90,486-7.7% | $78,676+6.2% | $273,972-69.5% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 73.65% | 75.62%-2.0pp | 62.19%+11.5pp | 41.46%+32.2pp |
| Employer contribution / active EE | $663 | $3,175-79.1% | $2,850-76.7% | $4,869-86.4% |
| Participant deferral / active EE | $4,979 | $3,901+27.6% | $3,517+41.6% | $5,287-5.8% |
| Admin fee / account holder | $29,708 | $5,263+464.4% | $4,510+558.7% | $10,133+193.2% |