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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 | $83,744 | $72,071+16.2% | $68,368+22.5% | $137,256-39.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 18.10% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,989 | $2,788-28.6% | $2,649-24.9% | $4,156-52.1% |
| Participant deferral / active EE | $7,312 | $4,410+65.8% | $4,123+77.4% | $6,407+14.1% |
| Admin fee / account holder | $590 | $5,336-88.9% | $5,150-88.5% | $12,270-95.2% |