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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 | $75,739 | $98,760-23.3% | $149,715-49.4% | $79,858-5.2% |
| Participation rate | 87.1% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 18.35% | 27.43%-9.1pp | 276.66%-258.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $4,988 | $3,217+55.1% | $4,645+7.4% | $2,471+101.9% |
| Participant deferral / active EE | $3,518 | $5,681-38.1% | $6,842-48.6% | $3,740-5.9% |
| Admin fee / account holder | $1,439 | $6,053-76.2% | $9,310-84.5% | $5,306-72.9% |