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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 | $68,279 | $49,976+36.6% | $66,674+2.4% | $82,637-17.4% |
| Participation rate | 87.7% | 63.1%+24.6pp | 73.7%+14.0pp | 68.1%+19.6pp |
| Annual return | 21.36% | 39.09%-17.7pp | 321.24%-299.9pp | 53.51%-32.1pp |
| Employer contribution / active EE | $4,271 | $1,988+114.8% | $2,620+63.0% | $2,552+67.3% |
| Participant deferral / active EE | $5,348 | $2,847+87.9% | $4,084+30.9% | $4,126+29.6% |
| Admin fee / account holder | $2,007 | $4,594-56.3% | $5,098-60.6% | $7,339-72.6% |