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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 | $49,976+43.8% | $66,674+7.8% | $82,637-13.1% |
| Participation rate | 88.1% | 63.1%+25.0pp | 73.7%+14.4pp | 68.1%+20.0pp |
| Annual return | 17.49% | 39.09%-21.6pp | 321.24%-303.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $3,881 | $1,988+95.2% | $2,620+48.1% | $2,552+52.1% |
| Participant deferral / active EE | $7,499 | $2,847+163.4% | $4,084+83.6% | $4,126+81.7% |
| Admin fee / account holder | $2,929 | $4,594-36.2% | $5,098-42.5% | $7,339-60.1% |