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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 | $84,872 | $61,787+37.4% | $97,197-12.7% | $80,925+4.9% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.7%+13.4pp | 67.7%+18.5pp |
| Annual return | 11.38% | -558.16%+569.5pp | 75.47%-64.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,368 | $1,836+29.0% | $2,723-13.0% | $2,756-14.1% |
| Participant deferral / active EE | $2,912 | $3,027-3.8% | $4,263-31.7% | $4,299-32.2% |
| Admin fee / account holder | $6,161 | $5,170+19.2% | $5,637+9.3% | $6,940-11.2% |