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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 | $79,610 | $64,324+23.8% | $118,914-33.1% | $79,856-0.3% |
| Participation rate | 87.9% | 64.9%+23.0pp | 75.4%+12.5pp | 69.6%+18.2pp |
| Annual return | 12.91% | 86.45%-73.5pp | 35.89%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,697 | $1,836+46.9% | $3,264-17.4% | $2,471+9.1% |
| Participant deferral / active EE | $3,244 | $2,824+14.9% | $4,266-24.0% | $3,741-13.3% |
| Admin fee / account holder | $1,878 | $4,040-53.5% | $6,582-71.5% | $5,306-64.6% |