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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 | $64,645 | $63,346+2.1% | $92,239-29.9% | $70,124-7.8% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 17.22% | 530.19%-513.0pp | 176.29%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,835 | $2,471-25.7% | $3,680-50.1% | $2,342-21.6% |
| Participant deferral / active EE | $3,657 | $2,854+28.1% | $3,897-6.2% | $3,332+9.8% |
| Admin fee / account holder | $3,009 | $3,841-21.7% | $5,194-42.1% | $4,645-35.2% |