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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 | $60,204 | $63,342-5.0% | $92,235-34.7% | $70,131-14.2% |
| Participation rate | 80.9% | 68.7%+12.2pp | 76.5%+4.4pp | 69.5%+11.3pp |
| Annual return | 14.22% | 530.15%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,148 | $2,471-13.1% | $3,679-41.6% | $2,342-8.3% |
| Participant deferral / active EE | $4,764 | $2,854+67.0% | $3,897+22.3% | $3,332+43.0% |
| Admin fee / account holder | $2,635 | $3,840-31.4% | $5,194-49.3% | $4,645-43.3% |