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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 | $59,385 | $98,760-39.9% | $149,715-60.3% | $79,858-25.6% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.5%-5.7pp | 69.6%+7.2pp |
| Annual return | 15.41% | 27.43%-12.0pp | 276.66%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $3,550 | $3,217+10.4% | $4,645-23.6% | $2,471+43.7% |
| Participant deferral / active EE | $8,030 | $5,681+41.3% | $6,842+17.4% | $3,740+114.7% |
| Admin fee / account holder | $11,247 | $6,053+85.8% | $9,310+20.8% | $5,306+112.0% |