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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 | $80,335 | $53,128+51.2% | $86,582-7.2% | $70,126+14.6% |
| Participation rate | 87.9% | 65.3%+22.6pp | 73.5%+14.3pp | 69.5%+18.3pp |
| Annual return | 21.01% | 27.66%-6.6pp | 965.08%-944.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $3,183 | $2,068+53.9% | $2,839+12.1% | $2,343+35.9% |
| Participant deferral / active EE | $5,394 | $2,695+100.1% | $3,609+49.5% | $3,332+61.9% |
| Admin fee / account holder | $2,584 | $3,584-27.9% | $4,904-47.3% | $4,645-44.4% |