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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 | $63,281 | $98,760-35.9% | $149,715-57.7% | $79,858-20.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 13.95% | 27.43%-13.5pp | 276.66%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $8,236 | $3,217+156.0% | $4,645+77.3% | $2,471+233.3% |
| Participant deferral / active EE | $5,689 | $5,681+0.1% | $6,842-16.9% | $3,740+52.1% |
| Admin fee / account holder | $7,505 | $6,053+24.0% | $9,310-19.4% | $5,306+41.4% |