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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 | $59,207 | $93,589-36.7% | $135,942-56.4% | $75,181-21.2% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 16.10% | 30.90%-14.8pp | 68.28%-52.2pp | 160.69%-144.6pp |
| Employer contribution / active EE | $5,403 | $3,537+52.7% | $4,858+11.2% | $2,671+102.3% |
| Participant deferral / active EE | $3,106 | $6,405-51.5% | $7,759-60.0% | $4,126-24.7% |
| Admin fee / account holder | $1,115 | $6,977-84.0% | $10,764-89.6% | $5,650-80.3% |