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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 | $64,199 | $61,125+5.0% | $94,057-31.7% | $87,485-26.6% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.3%+15.5pp | 68.9%+20.0pp |
| Annual return | 20.92% | 35.20%-14.3pp | 480.62%-459.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $4,531 | $2,136+112.1% | $2,933+54.5% | $2,596+74.5% |
| Participant deferral / active EE | $5,982 | $3,260+83.5% | $4,709+27.0% | $4,274+40.0% |
| Admin fee / account holder | $2,400 | $5,629-57.4% | $7,244-66.9% | $7,775-69.1% |