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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 | $62,326 | $105,284-40.8% | $150,734-58.7% | $94,015-33.7% |
| Participation rate | 86.4% | 71.7%+14.6pp | 78.4%+7.9pp | 70.8%+15.5pp |
| Annual return | 15.82% | 15.67%+0.1pp | 600.81%-585.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $2,638 | $3,599-26.7% | $4,918-46.4% | $2,790-5.4% |
| Participant deferral / active EE | $3,994 | $4,274-6.5% | $5,610-28.8% | $4,249-6.0% |
| Admin fee / account holder | $19,214 | $9,839+95.3% | $14,905+28.9% | $8,951+114.6% |