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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 | $62,583 | $51,638+21.2% | $68,368-8.5% | $82,448-24.1% |
| Participation rate | 84.9% | 63.6%+21.3pp | 73.8%+11.2pp | 68.1%+16.9pp |
| Annual return | 17.58% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $5,235 | $2,047+155.8% | $2,649+97.6% | $2,551+105.2% |
| Participant deferral / active EE | $8,224 | $2,914+182.3% | $4,123+99.5% | $4,139+98.7% |
| Admin fee / account holder | $4,519 | $4,643-2.7% | $5,150-12.3% | $7,234-37.5% |