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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 | $59,170 | $98,760-40.1% | $149,715-60.5% | $79,858-25.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 15.07% | 27.43%-12.4pp | 276.66%-261.6pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,929 | $3,217-9.0% | $4,645-36.9% | $2,471+18.5% |
| Participant deferral / active EE | $9,213 | $5,681+62.2% | $6,842+34.7% | $3,740+146.3% |
| Admin fee / account holder | $19,498 | $6,053+222.1% | $9,310+109.4% | $5,306+267.5% |