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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 | $65,068 | $58,258+11.7% | $81,820-20.5% | $80,925-19.6% |
| Participation rate | 74.1% | 63.5%+10.6pp | 72.4%+1.7pp | 67.7%+6.4pp |
| Annual return | 15.95% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,306 | $2,345+83.6% | $2,915+47.7% | $2,756+56.2% |
| Participant deferral / active EE | $4,881 | $3,284+48.7% | $4,323+12.9% | $4,299+13.6% |
| Admin fee / account holder | $1,216 | $4,976-75.6% | $7,391-83.5% | $6,940-82.5% |