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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 | $51,638+87.0% | $68,368+41.2% | $82,448+17.1% |
| Participation rate | 77.0% | 63.6%+13.4pp | 73.8%+3.3pp | 68.1%+9.0pp |
| Annual return | 14.23% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,668 | $2,047-18.5% | $2,649-37.0% | $2,551-34.6% |
| Participant deferral / active EE | $4,733 | $2,914+62.5% | $4,123+14.8% | $4,139+14.4% |
| Admin fee / account holder | $2,701 | $4,643-41.8% | $5,150-47.6% | $7,234-62.7% |