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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 | $50,020 | $58,828-15.0% | $78,002-35.9% | $62,881-20.5% |
| Participation rate | 73.1% | 71.1%+2.0pp | 75.5%-2.4pp | 69.3%+3.8pp |
| Annual return | 7.87% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,300 | $1,672+157.3% | $2,470+74.1% | $2,281+88.5% |
| Participant deferral / active EE | $5,902 | $2,686+119.8% | $3,497+68.8% | $3,203+84.3% |
| Admin fee / account holder | $5,167 | $4,393+17.6% | $5,481-5.7% | $4,296+20.3% |