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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 | $64,934 | $55,930+16.1% | $76,089-14.7% | $80,925-19.8% |
| Participation rate | 77.8% | 62.1%+15.7pp | 69.1%+8.7pp | 67.7%+10.1pp |
| Annual return | 15.53% | 20.58%-5.0pp | 360.94%-345.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,585 | $1,866+92.1% | $2,690+33.3% | $2,756+30.1% |
| Participant deferral / active EE | $6,298 | $3,051+106.5% | $4,259+47.9% | $4,299+46.5% |
| Admin fee / account holder | $3,608 | $5,241-31.1% | $6,418-43.8% | $6,940-48.0% |