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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 | $96,541 | $61,125+57.9% | $94,057+2.6% | $87,485+10.4% |
| Participation rate | 77.0% | 64.1%+13.0pp | 73.3%+3.7pp | 68.9%+8.1pp |
| Annual return | 14.23% | 35.20%-21.0pp | 480.62%-466.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,668 | $2,136-21.9% | $2,933-43.1% | $2,596-35.8% |
| Participant deferral / active EE | $4,733 | $3,260+45.2% | $4,709+0.5% | $4,274+10.8% |
| Admin fee / account holder | $2,701 | $5,629-52.0% | $7,244-62.7% | $7,775-65.3% |