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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 | $58,258+5.4% | $81,820-24.9% | $80,925-24.1% |
| Participation rate | 71.6% | 63.5%+8.2pp | 72.4%-0.7pp | 67.7%+4.0pp |
| Annual return | 18.10% | 41.76%-23.7pp | 777.93%-759.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $2,075 | $2,345-11.5% | $2,915-28.8% | $2,756-24.7% |
| Participant deferral / active EE | $4,942 | $3,284+50.5% | $4,323+14.3% | $4,299+15.0% |
| Admin fee / account holder | $1,881 | $4,976-62.2% | $7,391-74.6% | $6,940-72.9% |