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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 | $59,873 | $57,305+4.5% | $86,640-30.9% | $75,173-20.4% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 17.28% | 2674.24%-2657.0pp | 592.52%-575.2pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,161 | $2,316-6.7% | $3,024-28.5% | $2,671-19.1% |
| Participant deferral / active EE | $3,986 | $3,320+20.1% | $4,438-10.2% | $4,126-3.4% |
| Admin fee / account holder | $3,794 | $4,116-7.8% | $5,616-32.4% | $5,651-32.9% |