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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 | $63,427 | $93,345-32.1% | $119,126-46.8% | $87,485-27.5% |
| Participation rate | 83.8% | 68.7%+15.1pp | 75.8%+8.1pp | 68.9%+14.9pp |
| Annual return | 15.76% | 19.08%-3.3pp | 282.11%-266.4pp | 26.06%-10.3pp |
| Employer contribution / active EE | $5,186 | $3,172+63.5% | $4,034+28.6% | $2,596+99.8% |
| Participant deferral / active EE | $3,645 | $4,099-11.1% | $5,318-31.5% | $4,274-14.7% |
| Admin fee / account holder | $1,535 | $8,039-80.9% | $10,693-85.6% | $7,775-80.3% |