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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 | $99,929 | $78,705+27.0% | $117,857-15.2% | $70,131+42.5% |
| Participation rate | 78.7% | 73.2%+5.5pp | 79.7%-0.9pp | 69.5%+9.2pp |
| Annual return | 16.31% | 23.30%-7.0pp | 335.09%-318.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,566 | $2,223-29.6% | $3,786-58.6% | $2,342-33.2% |
| Participant deferral / active EE | $6,263 | $3,297+90.0% | $4,482+39.8% | $3,332+88.0% |
| Admin fee / account holder | $7,678 | $5,065+51.6% | $8,020-4.3% | $4,645+65.3% |