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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 | $68,902 | $87,106-20.9% | $105,607-34.8% | $80,935-14.9% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.3%+7.7pp | 67.7%+15.3pp |
| Annual return | 20.84% | 17.01%+3.8pp | 116.11%-95.3pp | 35.66%-14.8pp |
| Employer contribution / active EE | $6,635 | $2,396+176.9% | $3,167+109.5% | $2,757+140.7% |
| Participant deferral / active EE | $15,148 | $3,986+280.0% | $5,011+202.3% | $4,299+252.3% |
| Admin fee / account holder | $10,850 | $8,447+28.5% | $10,958-1.0% | $6,924+56.7% |