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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 | $92,804 | $51,184+81.3% | $66,439+39.7% | $86,983+6.7% |
| Participation rate | 78.0% | 68.5%+9.6pp | 74.5%+3.6pp | 69.5%+8.5pp |
| Annual return | 16.54% | 17.07%-0.5pp | 757.66%-741.1pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,829 | $2,023+39.8% | $2,637+7.3% | $2,584+9.5% |
| Participant deferral / active EE | $5,221 | $2,927+78.3% | $3,876+34.7% | $4,194+24.5% |
| Admin fee / account holder | $2,624 | $4,154-36.8% | $6,173-57.5% | $7,856-66.6% |