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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 | $66,574 | $91,198-27.0% | $178,503-62.7% | $79,856-16.6% |
| Participation rate | 75.8% | 69.2%+6.5pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 23.70% | 24.20%-0.5pp | 151.12%-127.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $7,712 | $3,257+136.8% | $5,011+53.9% | $2,471+212.1% |
| Participant deferral / active EE | $12,357 | $3,237+281.8% | $5,202+137.5% | $3,741+230.3% |
| Admin fee / account holder | $576 | $6,748-91.5% | $13,987-95.9% | $5,306-89.1% |