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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 | $68,538 | $63,703+7.6% | $93,063-26.4% | $82,448-16.9% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.1%+3.9pp | 68.1%+7.9pp |
| Annual return | 19.65% | -775.43%+795.1pp | 34.15%-14.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,990 | $1,729+73.0% | $2,476+20.7% | $2,551+17.2% |
| Participant deferral / active EE | $7,951 | $2,919+172.4% | $3,958+100.9% | $4,139+92.1% |
| Admin fee / account holder | $8,256 | $5,982+38.0% | $6,033+36.8% | $7,234+14.1% |