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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 | $61,019 | $80,332-24.0% | $107,187-43.1% | $64,097-4.8% |
| Participation rate | 72.1% | 54.4%+17.7pp | 75.0%-2.9pp | 55.2%+17.0pp |
| Annual return | 41.84% | 24.26%+17.6pp | 204.55%-162.7pp | 34.64%+7.2pp |
| Employer contribution / active EE | $5,909 | $2,501+136.3% | $3,782+56.2% | $1,891+212.4% |
| Participant deferral / active EE | $3,819 | $3,109+22.9% | $5,096-25.0% | $3,080+24.0% |
| Admin fee / account holder | $3,436 | $4,314-20.4% | $9,162-62.5% | $3,454-0.5% |