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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 | $62,040 | $53,128+16.8% | $86,581-28.3% | $70,124-11.5% |
| Participation rate | 72.1% | 65.3%+6.8pp | 73.5%-1.5pp | 69.5%+2.6pp |
| Annual return | 16.94% | 27.66%-10.7pp | 965.06%-948.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,999 | $2,068-3.3% | $2,840-29.6% | $2,342-14.7% |
| Participant deferral / active EE | $5,114 | $2,695+89.8% | $3,609+41.7% | $3,332+53.5% |
| Admin fee / account holder | $2,877 | $3,584-19.7% | $4,904-41.3% | $4,645-38.1% |