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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 | $63,644 | $84,236-24.4% | $170,435-62.7% | $70,126-9.2% |
| Participation rate | 82.7% | 70.8%+11.9pp | 83.6%-0.9pp | 69.5%+13.2pp |
| Annual return | 15.28% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $6,173 | $3,387+82.2% | $5,432+13.6% | $2,343+163.5% |
| Participant deferral / active EE | $3,654 | $3,086+18.4% | $4,939-26.0% | $3,332+9.7% |
| Admin fee / account holder | $8,674 | $5,698+52.2% | $13,881-37.5% | $4,645+86.7% |