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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 | $83,206 | $78,682+5.7% | $109,188-23.8% | $85,851-3.1% |
| Participation rate | 97.8% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 14.49% | 25.09%-10.6pp | 25.76%-11.3pp | 318.63%-304.1pp |
| Employer contribution / active EE | $5,176 | $2,734+89.3% | $3,723+39.0% | $2,565+101.7% |
| Participant deferral / active EE | $4,249 | $3,468+22.5% | $4,654-8.7% | $3,952+7.5% |
| Admin fee / account holder | $1,926 | $5,470-64.8% | $6,755-71.5% | $6,261-69.2% |