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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 | $92,231 | $68,681+34.3% | $86,615+6.5% | $85,847+7.4% |
| Participation rate | 92.6% | 66.4%+26.3pp | 71.6%+21.0pp | 69.3%+23.3pp |
| Annual return | 31.41% | 20.12%+11.3pp | 63.51%-32.1pp | 318.61%-287.2pp |
| Employer contribution / active EE | $1,629 | $1,880-13.4% | $2,496-34.7% | $2,565-36.5% |
| Participant deferral / active EE | $4,277 | $2,919+46.5% | $3,699+15.6% | $3,952+8.2% |
| Admin fee / account holder | $7,355 | $5,974+23.1% | $5,830+26.2% | $6,261+17.5% |