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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 | $63,751 | $77,638-17.9% | $156,551-59.3% | $62,881+1.4% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 5.33% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $6,084 | $3,444+76.6% | $5,501+10.6% | $2,281+166.7% |
| Participant deferral / active EE | $2,061 | $3,046-32.3% | $4,871-57.7% | $3,203-35.6% |
| Admin fee / account holder | $7,228 | $5,561+30.0% | $13,028-44.5% | $4,296+68.3% |