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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 | $76,085 | $70,418+8.0% | $96,570-21.2% | $85,847-11.4% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 12.39% | 18.59%-6.2pp | 37.79%-25.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $4,086 | $1,413+189.1% | $2,357+73.4% | $2,565+59.3% |
| Participant deferral / active EE | $2,601 | $2,894-10.1% | $3,849-32.4% | $3,952-34.2% |
| Admin fee / account holder | $11,320 | $4,995+126.6% | $6,182+83.1% | $6,261+80.8% |