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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 | $68,138 | $58,828+15.8% | $78,002-12.6% | $62,881+8.4% |
| Participation rate | 71.1% | 71.1%+0.1pp | 75.5%-4.4pp | 69.3%+1.8pp |
| Annual return | 5.05% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,076 | $1,672+24.2% | $2,470-16.0% | $2,281-9.0% |
| Participant deferral / active EE | $3,199 | $2,686+19.1% | $3,497-8.5% | $3,203-0.1% |
| Admin fee / account holder | $13,375 | $4,393+204.5% | $5,481+144.0% | $4,296+211.4% |