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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 | $70,366+32.7% | $66,674+40.0% | $138,895-32.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 17.19% | 386.41%-369.2pp | 321.24%-304.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,879 | $2,765+4.1% | $2,620+9.9% | $4,194-31.4% |
| Participant deferral / active EE | $3,657 | $4,374-16.4% | $4,084-10.5% | $6,396-42.8% |
| Admin fee / account holder | $1,351 | $5,262-74.3% | $5,098-73.5% | $12,562-89.2% |