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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 | $60,261+3.9% | $81,783-23.4% | $74,546-16.0% |
| Participation rate | 73.2% | 62.9%+10.4pp | 72.4%+0.9pp | 67.2%+6.0pp |
| Annual return | 12.75% | 16.88%-4.1pp | 775.05%-762.3pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,717 | $2,622+3.6% | $2,913-6.7% | $2,624+3.5% |
| Participant deferral / active EE | $6,927 | $3,388+104.5% | $4,320+60.3% | $4,347+59.3% |
| Admin fee / account holder | $4,777 | $1,482+222.2% | $7,380-35.3% | $1,944+145.8% |