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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 | $63,949 | $109,372-41.5% | $89,414-28.5% | $158,966-59.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 15.43% | 345.55%-330.1pp | 245.50%-230.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $3,113 | $3,171-1.8% | $2,586+20.4% | $4,762-34.6% |
| Participant deferral / active EE | $6,226 | $4,598+35.4% | $3,890+60.1% | $5,983+4.1% |
| Admin fee / account holder | $759 | $6,156-87.7% | $4,883-84.5% | $11,250-93.3% |