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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 | $89,163 | $79,089+12.7% | $100,392-11.2% | $74,459+19.7% |
| Participation rate | 76.4% | 79.4%-3.0pp | 81.5%-5.1pp | 67.2%+9.2pp |
| Annual return | 28.09% | 20.61%+7.5pp | 49.45%-21.4pp | 1369.70%-1341.6pp |
| Employer contribution / active EE | $3,362 | $3,015+11.5% | $3,941-14.7% | $2,626+28.0% |
| Participant deferral / active EE | $12,259 | $7,747+58.2% | $8,090+51.5% | $4,350+181.8% |
| Admin fee / account holder | $4,878 | $1,336+265.1% | $7,904-38.3% | $1,945+150.8% |