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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 | $86,008 | $68,681+25.2% | $86,625-0.7% | $85,851+0.2% |
| Participation rate | 75.9% | 66.4%+9.6pp | 71.6%+4.3pp | 69.3%+6.6pp |
| Annual return | 13.00% | 20.12%-7.1pp | 63.52%-50.5pp | 318.63%-305.6pp |
| Employer contribution / active EE | $3,419 | $1,880+81.8% | $2,496+37.0% | $2,565+33.3% |
| Participant deferral / active EE | $4,017 | $2,919+37.6% | $3,700+8.6% | $3,952+1.6% |
| Admin fee / account holder | $1,751 | $5,974-70.7% | $5,830-70.0% | $6,261-72.0% |