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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 | $61,222 | $93,345-34.4% | $119,126-48.6% | $87,485-30.0% |
| Participation rate | 93.5% | 68.7%+24.8pp | 75.8%+17.8pp | 68.9%+24.6pp |
| Annual return | 15.34% | 19.08%-3.7pp | 282.11%-266.8pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,280 | $3,172-28.1% | $4,034-43.5% | $2,596-12.2% |
| Participant deferral / active EE | $7,384 | $4,099+80.2% | $5,318+38.9% | $4,274+72.8% |
| Admin fee / account holder | $6,050 | $8,039-24.7% | $10,693-43.4% | $7,775-22.2% |