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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 | $90,414 | $49,976+80.9% | $66,674+35.6% | $82,637+9.4% |
| Participation rate | 72.0% | 63.1%+8.9pp | 73.7%-1.7pp | 68.1%+3.9pp |
| Annual return | 24.14% | 39.09%-15.0pp | 321.24%-297.1pp | 53.51%-29.4pp |
| Employer contribution / active EE | $3,306 | $1,988+66.3% | $2,620+26.2% | $2,552+29.5% |
| Participant deferral / active EE | $6,395 | $2,847+124.7% | $4,084+56.6% | $4,126+55.0% |
| Admin fee / account holder | $1,373 | $4,594-70.1% | $5,098-73.1% | $7,339-81.3% |