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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 | $64,998 | $53,841+20.7% | $75,731-14.2% | $85,851-24.3% |
| Participation rate | 92.3% | 69.0%+23.3pp | 74.8%+17.5pp | 69.3%+23.0pp |
| Annual return | 15.39% | 24.54%-9.2pp | 104.65%-89.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $3,668 | $2,017+81.9% | $2,743+33.7% | $2,565+43.0% |
| Participant deferral / active EE | $2,385 | $2,895-17.6% | $3,820-37.6% | $3,952-39.7% |
| Admin fee / account holder | $3,536 | $3,340+5.8% | $3,620-2.3% | $6,261-43.5% |