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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 | $65,547 | $51,638+26.9% | $68,368-4.1% | $82,448-20.5% |
| Participation rate | 90.0% | 63.6%+26.4pp | 73.8%+16.2pp | 68.1%+21.9pp |
| Annual return | 16.22% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $457 | $2,047-77.7% | $2,649-82.7% | $2,551-82.1% |
| Participant deferral / active EE | $4,717 | $2,914+61.9% | $4,123+14.4% | $4,139+14.0% |
| Admin fee / account holder | $6,320 | $4,643+36.1% | $5,150+22.7% | $7,234-12.6% |