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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 | $28,742 | $181,062-84.1% | $158,223-81.8% | $155,188-81.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 9.53% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $6,331 | $4,565+38.7% | $4,109+54.1% | $4,248+49.0% |
| Participant deferral / active EE | $7,717 | $6,134+25.8% | $5,467+41.1% | $6,531+18.1% |
| Admin fee / account holder | $53,804 | $18,825+185.8% | $16,047+235.3% | $14,480+271.6% |