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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 | $79,748 | $63,703+25.2% | $93,063-14.3% | $82,448-3.3% |
| Participation rate | 95.5% | 63.8%+31.7pp | 72.1%+23.4pp | 68.1%+27.5pp |
| Annual return | 22.53% | -775.43%+798.0pp | 34.15%-11.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $3,748 | $1,729+116.8% | $2,476+51.4% | $2,551+46.9% |
| Participant deferral / active EE | $7,073 | $2,919+142.3% | $3,958+78.7% | $4,139+70.9% |
| Admin fee / account holder | $5,958 | $5,982-0.4% | $6,033-1.2% | $7,234-17.6% |