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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 | $60,393+3.7% | $81,820-23.5% | $74,429-15.9% |
| Participation rate | 73.2% | 62.9%+10.3pp | 72.4%+0.8pp | 67.2%+6.0pp |
| Annual return | 12.75% | 16.89%-4.1pp | 777.93%-765.2pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,717 | $2,626+3.5% | $2,915-6.8% | $2,625+3.5% |
| Participant deferral / active EE | $6,927 | $3,397+103.9% | $4,323+60.3% | $4,348+59.3% |
| Admin fee / account holder | $4,777 | $1,491+220.4% | $7,391-35.4% | $1,944+145.7% |