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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 | $65,043 | $91,086-28.6% | $203,872-68.1% | $86,983-25.2% |
| Participation rate | 87.1% | 65.8%+21.3pp | 77.8%+9.3pp | 69.5%+17.6pp |
| Annual return | 16.08% | 22.30%-6.2pp | 85.11%-69.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $3,831 | $2,063+85.7% | $3,757+2.0% | $2,584+48.2% |
| Participant deferral / active EE | $8,844 | $4,019+120.1% | $6,388+38.5% | $4,194+110.9% |
| Admin fee / account holder | $4,372 | $8,987-51.4% | $11,730-62.7% | $7,856-44.3% |