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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 | $77,235 | $60,442+27.8% | $96,754-20.2% | $87,485-11.7% |
| Participation rate | 70.4% | 58.7%+11.7pp | 70.3%+0.1pp | 68.9%+1.4pp |
| Annual return | 54.47% | 21.97%+32.5pp | 82.04%-27.6pp | 26.06%+28.4pp |
| Employer contribution / active EE | $1,093 | $1,691-35.4% | $2,679-59.2% | $2,596-57.9% |
| Participant deferral / active EE | $2,826 | $3,280-13.8% | $4,758-40.6% | $4,274-33.9% |
| Admin fee / account holder | $7,928 | $5,069+56.4% | $8,905-11.0% | $7,775+2.0% |