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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 | $61,412 | $58,241+5.4% | $81,780-24.9% | $80,911-24.1% |
| Participation rate | 71.6% | 63.4%+8.2pp | 72.4%-0.7pp | 67.6%+4.0pp |
| Annual return | 18.10% | 41.73%-23.6pp | 776.27%-758.2pp | 35.63%-17.5pp |
| Employer contribution / active EE | $2,075 | $2,343-11.5% | $2,914-28.8% | $2,756-24.7% |
| Participant deferral / active EE | $4,942 | $3,283+50.5% | $4,321+14.4% | $4,297+15.0% |
| Admin fee / account holder | $1,881 | $4,973-62.2% | $7,384-74.5% | $6,935-72.9% |