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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 | $62,617 | $60,504+3.5% | $81,882-23.5% | $74,478-15.9% |
| Participation rate | 73.2% | 62.9%+10.3pp | 72.4%+0.8pp | 67.2%+6.0pp |
| Annual return | 12.75% | 16.91%-4.2pp | 779.47%-766.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,717 | $2,627+3.4% | $2,916-6.8% | $2,626+3.5% |
| Participant deferral / active EE | $6,927 | $3,400+103.8% | $4,323+60.2% | $4,350+59.2% |
| Admin fee / account holder | $4,777 | $1,492+220.2% | $7,360-35.1% | $1,946+145.5% |