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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 | $67,386 | $78,705-14.4% | $117,860-42.8% | $70,124-3.9% |
| Participation rate | 81.8% | 73.2%+8.6pp | 79.7%+2.2pp | 69.5%+12.3pp |
| Annual return | 20.75% | 23.30%-2.6pp | 335.10%-314.3pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,302 | $2,223-41.4% | $3,786-65.6% | $2,342-44.4% |
| Participant deferral / active EE | $4,553 | $3,297+38.1% | $4,482+1.6% | $3,332+36.6% |
| Admin fee / account holder | $9,878 | $5,065+95.0% | $8,021+23.2% | $4,645+112.6% |