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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 | $80,330 | $68,681+17.0% | $86,615-7.3% | $85,847-6.4% |
| Participation rate | 84.0% | 66.4%+17.6pp | 71.6%+12.4pp | 69.3%+14.7pp |
| Annual return | 21.20% | 20.12%+1.1pp | 63.51%-42.3pp | 318.61%-297.4pp |
| Employer contribution / active EE | $1,403 | $1,880-25.4% | $2,496-43.8% | $2,565-45.3% |
| Participant deferral / active EE | $3,703 | $2,919+26.9% | $3,699+0.1% | $3,952-6.3% |
| Admin fee / account holder | $3,923 | $5,974-34.3% | $5,830-32.7% | $6,261-37.3% |