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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 | $66,348 | $63,346+4.7% | $92,240-28.1% | $70,126-5.4% |
| Participation rate | 72.7% | 68.7%+4.1pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 18.94% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,960 | $2,471-20.7% | $3,680-46.7% | $2,343-16.3% |
| Participant deferral / active EE | $3,974 | $2,854+39.2% | $3,897+2.0% | $3,332+19.3% |
| Admin fee / account holder | $9,002 | $3,841+134.4% | $5,194+73.3% | $4,645+93.8% |