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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 | $64,133 | $96,236-33.4% | $136,072-52.9% | $80,935-20.8% |
| Participation rate | 94.6% | 71.2%+23.4pp | 76.4%+18.2pp | 67.7%+26.9pp |
| Annual return | 28.11% | 28.74%-0.6pp | 580.46%-552.3pp | 35.66%-7.5pp |
| Employer contribution / active EE | $7,183 | $3,350+114.4% | $4,216+70.4% | $2,757+160.6% |
| Participant deferral / active EE | $7,652 | $5,709+34.0% | $7,028+8.9% | $4,299+78.0% |
| Admin fee / account holder | $7,452 | $8,250-9.7% | $6,718+10.9% | $6,924+7.6% |