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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 | $93,357 | $72,071+29.5% | $68,368+36.6% | $137,256-32.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 17.19% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,879 | $2,788+3.3% | $2,649+8.7% | $4,156-30.7% |
| Participant deferral / active EE | $3,657 | $4,410-17.1% | $4,123-11.3% | $6,407-42.9% |
| Admin fee / account holder | $1,351 | $5,336-74.7% | $5,150-73.8% | $12,270-89.0% |