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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 | $91,352 | $65,034+40.5% | $90,970+0.4% | $79,856+14.4% |
| Participation rate | 70.3% | 61.6%+8.7pp | 69.0%+1.3pp | 69.6%+0.7pp |
| Annual return | 16.93% | 30.45%-13.5pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $650 | $1,247-47.9% | $2,122-69.3% | $2,471-73.7% |
| Participant deferral / active EE | $4,966 | $2,512+97.7% | $3,373+47.2% | $3,741+32.7% |
| Admin fee / account holder | $11,859 | $4,536+161.5% | $5,961+98.9% | $5,306+123.5% |