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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 | $71,524 | $70,366+1.6% | $66,674+7.3% | $138,895-48.5% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.7%+15.8pp | 79.9%+9.6pp |
| Annual return | 17.08% | 386.41%-369.3pp | 321.24%-304.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,965 | $2,765+43.4% | $2,620+51.3% | $4,194-5.5% |
| Participant deferral / active EE | $8,464 | $4,374+93.5% | $4,084+107.3% | $6,396+32.3% |
| Admin fee / account holder | $415 | $5,262-92.1% | $5,098-91.9% | $12,562-96.7% |