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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 | $89,479 | $63,346+41.3% | $92,240-3.0% | $70,126+27.6% |
| Participation rate | 76.4% | 68.7%+7.7pp | 76.5%-0.1pp | 69.5%+6.8pp |
| Annual return | 12.55% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $506 | $2,471-79.5% | $3,680-86.2% | $2,343-78.4% |
| Participant deferral / active EE | $3,216 | $2,854+12.7% | $3,897-17.5% | $3,332-3.5% |
| Admin fee / account holder | $9,099 | $3,841+136.9% | $5,194+75.2% | $4,645+95.9% |