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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 | $84,885 | $99,875-15.0% | $146,866-42.2% | $86,983-2.4% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.5%+3.2pp |
| Annual return | 74.23% | 28.10%+46.1pp | 102.85%-28.6pp | 25.83%+48.4pp |
| Employer contribution / active EE | $3,065 | $3,224-4.9% | $4,425-30.7% | $2,584+18.6% |
| Participant deferral / active EE | $5,222 | $6,322-17.4% | $7,759-32.7% | $4,194+24.5% |
| Admin fee / account holder | $3,156 | $7,838-59.7% | $13,620-76.8% | $7,856-59.8% |