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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 | $63,805 | $63,342+0.7% | $92,235-30.8% | $70,131-9.0% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 20.83% | 530.15%-509.3pp | 176.28%-155.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $906 | $2,471-63.4% | $3,679-75.4% | $2,342-61.3% |
| Participant deferral / active EE | $4,358 | $2,854+52.7% | $3,897+11.8% | $3,332+30.8% |
| Admin fee / account holder | $1,160 | $3,840-69.8% | $5,194-77.7% | $4,645-75.0% |