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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 | $63,133 | $107,421-41.2% | $182,262-65.4% | $94,015-32.8% |
| Participation rate | 86.7% | 77.8%+8.9pp | 84.2%+2.5pp | 70.8%+15.8pp |
| Annual return | 20.78% | 21.32%-0.5pp | 140.60%-119.8pp | 17.84%+2.9pp |
| Employer contribution / active EE | $3,583 | $3,448+3.9% | $5,046-29.0% | $2,790+28.4% |
| Participant deferral / active EE | $9,561 | $6,558+45.8% | $8,276+15.5% | $4,249+125.0% |
| Admin fee / account holder | $11,307 | $8,692+30.1% | $16,712-32.3% | $8,951+26.3% |