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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 | $71,427 | $69,252+3.1% | $64,099+11.4% | $139,456-48.8% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.78% | 45.89%-32.1pp | 33.70%-19.9pp | 373.45%-359.7pp |
| Employer contribution / active EE | $5,754 | $3,184+80.7% | $2,748+109.4% | $4,753+21.1% |
| Participant deferral / active EE | $5,621 | $4,683+20.0% | $3,881+44.8% | $6,711-16.2% |
| Admin fee / account holder | $5,026 | $4,248+18.3% | $3,070+63.7% | $11,407-55.9% |