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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 | $63,042 | $78,670-19.9% | $109,173-42.3% | $85,847-26.6% |
| Participation rate | 81.8% | 68.3%+13.5pp | 75.9%+5.9pp | 69.3%+12.5pp |
| Annual return | 33.59% | 25.09%+8.5pp | 25.75%+7.8pp | 318.61%-285.0pp |
| Employer contribution / active EE | $6,067 | $2,734+121.9% | $3,723+63.0% | $2,565+136.5% |
| Participant deferral / active EE | $4,236 | $3,467+22.2% | $4,654-9.0% | $3,952+7.2% |
| Admin fee / account holder | $6,309 | $5,469+15.3% | $6,755-6.6% | $6,261+0.8% |