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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 | $78,204 | $75,832+3.1% | $147,618-47.0% | $59,633+31.1% |
| Participation rate | 76.3% | 71.6%+4.8pp | 84.6%-8.3pp | 68.7%+7.6pp |
| Annual return | 5.83% | 0.37%+5.5pp | 61.98%-56.2pp | 2041.40%-2035.6pp |
| Employer contribution / active EE | $2,212 | $3,485-36.5% | $5,565-60.2% | $2,203+0.4% |
| Participant deferral / active EE | $1,430 | $3,131-54.3% | $4,895-70.8% | $3,192-55.2% |
| Admin fee / account holder | $3,273 | $5,986-45.3% | $11,612-71.8% | $4,297-23.8% |