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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 | $56,894 | $98,760-42.4% | $149,715-62.0% | $79,858-28.8% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 21.03% | 27.43%-6.4pp | 276.66%-255.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $3,519 | $3,217+9.4% | $4,645-24.2% | $2,471+42.4% |
| Participant deferral / active EE | $10,165 | $5,681+78.9% | $6,842+48.6% | $3,740+171.8% |
| Admin fee / account holder | $2,909 | $6,053-51.9% | $9,310-68.8% | $5,306-45.2% |