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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 | $58,259 | $77,638-25.0% | $156,551-62.8% | $62,881-7.4% |
| Participation rate | 80.6% | 71.2%+9.4pp | 84.0%-3.4pp | 69.3%+11.3pp |
| Annual return | 8.32% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,955 | $3,444+72.9% | $5,501+8.3% | $2,281+161.1% |
| Participant deferral / active EE | $3,614 | $3,046+18.7% | $4,871-25.8% | $3,203+12.8% |
| Admin fee / account holder | $323 | $5,561-94.2% | $13,028-97.5% | $4,296-92.5% |