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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 | $62,947 | $78,707-20.0% | $117,861-46.6% | $70,126-10.2% |
| Participation rate | 89.7% | 73.2%+16.6pp | 79.7%+10.1pp | 69.5%+20.2pp |
| Annual return | 14.40% | 23.30%-8.9pp | 335.11%-320.7pp | 73.15%-58.7pp |
| Employer contribution / active EE | $4,641 | $2,223+108.7% | $3,786+22.6% | $2,343+98.1% |
| Participant deferral / active EE | $3,714 | $3,297+12.6% | $4,482-17.1% | $3,332+11.5% |
| Admin fee / account holder | $1,470 | $5,066-71.0% | $8,021-81.7% | $4,645-68.4% |