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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 | $85,260 | $72,071+18.3% | $68,368+24.7% | $137,256-37.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 17.23% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,224 | $2,788-20.2% | $2,649-16.1% | $4,156-46.5% |
| Participant deferral / active EE | $6,371 | $4,410+44.5% | $4,123+54.5% | $6,407-0.6% |
| Admin fee / account holder | $746 | $5,336-86.0% | $5,150-85.5% | $12,270-93.9% |