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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 | $55,114 | $58,241-5.4% | $81,780-32.6% | $80,911-31.9% |
| Participation rate | 75.7% | 63.4%+12.2pp | 72.4%+3.3pp | 67.6%+8.0pp |
| Annual return | 27.12% | 41.73%-14.6pp | 776.27%-749.2pp | 35.63%-8.5pp |
| Employer contribution / active EE | $3,417 | $2,343+45.8% | $2,914+17.3% | $2,756+24.0% |
| Participant deferral / active EE | $7,373 | $3,283+124.6% | $4,321+70.6% | $4,297+71.6% |
| Admin fee / account holder | $5,799 | $4,973+16.6% | $7,384-21.5% | $6,935-16.4% |