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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 | $84,573 | $53,837+57.1% | $75,717+11.7% | $85,856-1.5% |
| Participation rate | 70.4% | 69.1%+1.3pp | 74.8%-4.5pp | 69.3%+1.1pp |
| Annual return | 29.72% | 24.54%+5.2pp | 104.58%-74.9pp | 318.58%-288.9pp |
| Employer contribution / active EE | $2,507 | $2,017+24.3% | $2,743-8.6% | $2,565-2.3% |
| Participant deferral / active EE | $4,038 | $2,895+39.5% | $3,821+5.7% | $3,952+2.2% |
| Admin fee / account holder | $1,641 | $3,341-50.9% | $3,619-54.6% | $6,261-73.8% |