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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 | $63,522 | $78,670-19.3% | $109,173-41.8% | $85,847-26.0% |
| Participation rate | 94.4% | 68.3%+26.2pp | 75.9%+18.6pp | 69.3%+25.1pp |
| Annual return | 19.24% | 25.09%-5.9pp | 25.75%-6.5pp | 318.61%-299.4pp |
| Employer contribution / active EE | $3,925 | $2,734+43.6% | $3,723+5.4% | $2,565+53.0% |
| Participant deferral / active EE | $5,168 | $3,467+49.1% | $4,654+11.1% | $3,952+30.8% |
| Admin fee / account holder | $6,400 | $5,469+17.0% | $6,755-5.3% | $6,261+2.2% |