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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 | $85,789 | $80,812+6.2% | $160,784-46.6% | $82,448+4.1% |
| Participation rate | 89.3% | 66.2%+23.1pp | 77.0%+12.3pp | 68.1%+21.2pp |
| Annual return | 18.39% | 100.59%-82.2pp | 1803.92%-1785.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,502 | $2,174+15.1% | $3,733-33.0% | $2,551-1.9% |
| Participant deferral / active EE | $4,359 | $4,335+0.5% | $6,293-30.7% | $4,139+5.3% |
| Admin fee / account holder | $7,887 | $7,695+2.5% | $9,717-18.8% | $7,234+9.0% |