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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 | $66,327 | $49,976+32.7% | $66,674-0.5% | $82,637-19.7% |
| Participation rate | 87.8% | 63.1%+24.7pp | 73.7%+14.1pp | 68.1%+19.7pp |
| Annual return | 15.82% | 39.09%-23.3pp | 321.24%-305.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,964 | $1,988-1.2% | $2,620-25.1% | $2,552-23.1% |
| Participant deferral / active EE | $3,901 | $2,847+37.0% | $4,084-4.5% | $4,126-5.5% |
| Admin fee / account holder | $22,944 | $4,594+399.5% | $5,098+350.0% | $7,339+212.6% |