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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 | $78,589 | $64,324+22.2% | $118,946-33.9% | $79,858-1.6% |
| Participation rate | 96.2% | 64.9%+31.3pp | 75.4%+20.8pp | 69.6%+26.5pp |
| Annual return | 13.49% | 86.45%-73.0pp | 35.89%-22.4pp | 31.72%-18.2pp |
| Employer contribution / active EE | $3,175 | $1,836+72.9% | $3,263-2.7% | $2,471+28.5% |
| Participant deferral / active EE | $5,713 | $2,824+102.3% | $4,266+33.9% | $3,740+52.7% |
| Admin fee / account holder | $1,569 | $4,040-61.2% | $6,581-76.2% | $5,306-70.4% |