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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 | $73,662 | $79,449-7.3% | $189,575-61.1% | $85,847-14.2% |
| Participation rate | 75.4% | 66.0%+9.4pp | 78.4%-3.1pp | 69.3%+6.1pp |
| Annual return | 16.36% | 18.45%-2.1pp | 64.19%-47.8pp | 318.61%-302.2pp |
| Employer contribution / active EE | $3,820 | $2,081+83.6% | $4,412-13.4% | $2,565+48.9% |
| Participant deferral / active EE | $7,279 | $4,051+79.7% | $6,174+17.9% | $3,952+84.2% |
| Admin fee / account holder | $9,383 | $5,377+74.5% | $9,806-4.3% | $6,261+49.9% |