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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 | $73,739 | $51,638+42.8% | $68,368+7.9% | $82,448-10.6% |
| Participation rate | 84.6% | 63.6%+21.0pp | 73.8%+10.9pp | 68.1%+16.5pp |
| Annual return | 29.72% | 37.53%-7.8pp | 292.57%-262.9pp | 41.64%-11.9pp |
| Employer contribution / active EE | $2,577 | $2,047+25.9% | $2,649-2.7% | $2,551+1.0% |
| Participant deferral / active EE | $8,691 | $2,914+198.3% | $4,123+110.8% | $4,139+110.0% |
| Admin fee / account holder | $3,818 | $4,643-17.8% | $5,150-25.9% | $7,234-47.2% |