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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 | $88,721 | $78,707+12.7% | $117,861-24.7% | $70,126+26.5% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,868 | $2,223+29.0% | $3,786-24.3% | $2,343+22.4% |
| Participant deferral / active EE | $5,996 | $3,297+81.9% | $4,482+33.8% | $3,332+80.0% |
| Admin fee / account holder | $586 | $5,066-88.4% | $8,021-92.7% | $4,645-87.4% |