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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 | $87,794 | $76,551+14.7% | $123,894-29.1% | $62,881+39.6% |
| Participation rate | 86.1% | 73.0%+13.1pp | 81.4%+4.7pp | 69.3%+16.8pp |
| Annual return | 101.16% | 18.68%+82.5pp | 47.52%+53.6pp | 20.14%+81.0pp |
| Employer contribution / active EE | $1,475 | $2,882-48.8% | $4,617-68.0% | $2,281-35.3% |
| Participant deferral / active EE | $3,186 | $4,840-34.2% | $5,984-46.8% | $3,203-0.5% |
| Admin fee / account holder | $3,531 | $4,826-26.8% | $8,357-57.7% | $4,296-17.8% |