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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 | $64,369 | $53,128+21.2% | $86,582-25.7% | $70,126-8.2% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 17.85% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,249 | $2,068+8.8% | $2,839-20.8% | $2,343-4.0% |
| Participant deferral / active EE | $5,943 | $2,695+120.5% | $3,609+64.7% | $3,332+78.4% |
| Admin fee / account holder | $418 | $3,584-88.3% | $4,904-91.5% | $4,645-91.0% |