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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 | $68,774 | $55,930+23.0% | $76,089-9.6% | $80,925-15.0% |
| Participation rate | 78.1% | 62.1%+16.0pp | 69.1%+9.0pp | 67.7%+10.4pp |
| Annual return | 23.19% | 20.58%+2.6pp | 360.94%-337.8pp | 35.65%-12.5pp |
| Employer contribution / active EE | $1,116 | $1,866-40.2% | $2,690-58.5% | $2,756-59.5% |
| Participant deferral / active EE | $4,699 | $3,051+54.0% | $4,259+10.3% | $4,299+9.3% |
| Admin fee / account holder | $10,316 | $5,241+96.8% | $6,418+60.7% | $6,940+48.6% |