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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 | $63,793 | $63,346+0.7% | $92,240-30.8% | $70,126-9.0% |
| Participation rate | 88.4% | 68.7%+19.7pp | 76.5%+11.9pp | 69.5%+18.8pp |
| Annual return | 17.57% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,192 | $2,471-11.3% | $3,680-40.4% | $2,343-6.4% |
| Participant deferral / active EE | $2,035 | $2,854-28.7% | $3,897-47.8% | $3,332-38.9% |
| Admin fee / account holder | $4,634 | $3,841+20.6% | $5,194-10.8% | $4,645-0.3% |