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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 | $60,270 | $77,638-22.4% | $156,551-61.5% | $62,881-4.2% |
| Participation rate | 96.5% | 71.2%+25.3pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 7.83% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,551 | $3,444+32.1% | $5,501-17.3% | $2,281+99.5% |
| Participant deferral / active EE | $3,139 | $3,046+3.1% | $4,871-35.6% | $3,203-2.0% |
| Admin fee / account holder | $1,409 | $5,561-74.7% | $13,028-89.2% | $4,296-67.2% |