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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 | $63,096 | $58,275+8.3% | $81,844-22.9% | $80,935-22.0% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 14.00% | 41.82%-27.8pp | 778.87%-764.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,343 | $2,346-0.1% | $2,916-19.7% | $2,757-15.0% |
| Participant deferral / active EE | $5,055 | $3,285+53.9% | $4,323+16.9% | $4,299+17.6% |
| Admin fee / account holder | $1,774 | $4,749-62.6% | $7,355-75.9% | $6,924-74.4% |