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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 | $71,937 | $68,394+5.2% | $94,672-24.0% | $75,177-4.3% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 17.61% | 616.92%-599.3pp | 156.89%-139.3pp | 160.75%-143.1pp |
| Employer contribution / active EE | $1,086 | $2,701-59.8% | $3,673-70.4% | $2,671-59.3% |
| Participant deferral / active EE | $5,406 | $6,536-17.3% | $7,417-27.1% | $4,126+31.0% |
| Admin fee / account holder | $1,583 | $5,326-70.3% | $7,222-78.1% | $5,651-72.0% |