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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 | $77,783 | $52,279+48.8% | $89,435-13.0% | $79,856-2.6% |
| Participation rate | 82.1% | 57.5%+24.5pp | 68.0%+14.1pp | 69.6%+12.4pp |
| Annual return | 13.56% | 22.16%-8.6pp | 245.55%-232.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,408 | $1,572+53.2% | $2,587-6.9% | $2,471-2.6% |
| Participant deferral / active EE | $4,848 | $2,740+76.9% | $3,890+24.6% | $3,741+29.6% |
| Admin fee / account holder | $1,000 | $3,356-70.2% | $4,884-79.5% | $5,306-81.2% |