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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 | $90,685 | $63,346+43.2% | $92,240-1.7% | $70,126+29.3% |
| Participation rate | 80.6% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.1pp |
| Annual return | 17.54% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,382 | $2,471-44.1% | $3,680-62.4% | $2,343-41.0% |
| Participant deferral / active EE | $5,136 | $2,854+80.0% | $3,897+31.8% | $3,332+54.2% |
| Admin fee / account holder | $1,234 | $3,841-67.9% | $5,194-76.2% | $4,645-73.4% |