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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 | $72,693 | $49,177+47.8% | $79,476-8.5% | $64,181+13.3% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | 10.87% | -1.16%+12.0pp | 718.21%-707.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $3,013 | $2,076+45.1% | $2,800+7.6% | $2,381+26.6% |
| Participant deferral / active EE | $2,248 | $2,821-20.3% | $3,704-39.3% | $3,470-35.2% |
| Admin fee / account holder | $1,580 | $3,839-58.8% | $5,113-69.1% | $4,887-67.7% |