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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 | $82,862 | $49,177+68.5% | $79,467+4.3% | $64,173+29.1% |
| Participation rate | 79.5% | 65.0%+14.5pp | 73.3%+6.2pp | 69.6%+9.9pp |
| Annual return | 12.84% | -1.16%+14.0pp | 718.30%-705.5pp | 7.63%+5.2pp |
| Employer contribution / active EE | $2,159 | $2,076+4.0% | $2,800-22.9% | $2,381-9.3% |
| Participant deferral / active EE | $6,064 | $2,821+114.9% | $3,704+63.7% | $3,470+74.8% |
| Admin fee / account holder | $3,534 | $3,839-8.0% | $5,104-30.8% | $4,887-27.7% |