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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 | $80,982 | $78,707+2.9% | $117,861-31.3% | $70,126+15.5% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 13.22% | 23.30%-10.1pp | 335.11%-321.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,081 | $2,223-6.4% | $3,786-45.0% | $2,343-11.2% |
| Participant deferral / active EE | $4,351 | $3,297+31.9% | $4,482-2.9% | $3,332+30.6% |
| Admin fee / account holder | $5,334 | $5,066+5.3% | $8,021-33.5% | $4,645+14.8% |