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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 | $66,251 | $98,776-32.9% | $149,745-55.8% | $79,856-17.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 24.18% | 27.38%-3.2pp | 276.72%-252.5pp | 31.71%-7.5pp |
| Employer contribution / active EE | $3,806 | $3,217+18.3% | $4,646-18.1% | $2,471+54.0% |
| Participant deferral / active EE | $7,499 | $5,681+32.0% | $6,843+9.6% | $3,741+100.5% |
| Admin fee / account holder | $824 | $6,053-86.4% | $9,312-91.2% | $5,306-84.5% |