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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 | $73,138 | $98,776-26.0% | $149,745-51.2% | $79,856-8.4% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.1pp |
| Annual return | 30.40% | 27.38%+3.0pp | 276.72%-246.3pp | 31.71%-1.3pp |
| Employer contribution / active EE | $3,239 | $3,217+0.7% | $4,646-30.3% | $2,471+31.1% |
| Participant deferral / active EE | $8,327 | $5,681+46.6% | $6,843+21.7% | $3,741+122.6% |
| Admin fee / account holder | $2,498 | $6,053-58.7% | $9,312-73.2% | $5,306-52.9% |