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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 | $86,565 | $50,554+71.2% | $67,681+27.9% | $87,485-1.1% |
| Participation rate | 85.4% | 67.7%+17.7pp | 73.7%+11.7pp | 68.9%+16.5pp |
| Annual return | 17.02% | 17.81%-0.8pp | 590.58%-573.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,162 | $1,988+8.7% | $2,678-19.3% | $2,596-16.7% |
| Participant deferral / active EE | $2,752 | $2,961-7.1% | $3,976-30.8% | $4,274-35.6% |
| Admin fee / account holder | $10,336 | $4,132+150.1% | $6,100+69.5% | $7,775+32.9% |