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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 | $71,852 | $51,638+39.1% | $68,368+5.1% | $82,448-12.9% |
| Participation rate | 88.1% | 63.6%+24.5pp | 73.8%+14.3pp | 68.1%+20.0pp |
| Annual return | 17.49% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,881 | $2,047+89.7% | $2,649+46.5% | $2,551+52.2% |
| Participant deferral / active EE | $7,499 | $2,914+157.4% | $4,123+81.9% | $4,139+81.2% |
| Admin fee / account holder | $2,929 | $4,643-36.9% | $5,150-43.1% | $7,234-59.5% |