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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 | $67,363 | $53,837+25.1% | $75,714-11.0% | $85,847-21.5% |
| Participation rate | 89.5% | 69.1%+20.4pp | 74.8%+14.6pp | 69.3%+20.2pp |
| Annual return | 23.50% | 24.54%-1.0pp | 104.62%-81.1pp | 318.61%-295.1pp |
| Employer contribution / active EE | $2,368 | $2,017+17.4% | $2,744-13.7% | $2,565-7.7% |
| Participant deferral / active EE | $3,796 | $2,895+31.1% | $3,820-0.6% | $3,952-3.9% |
| Admin fee / account holder | $8,659 | $3,339+159.3% | $3,619+139.3% | $6,261+38.3% |