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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 | $68,583 | $78,423-12.5% | $95,964-28.5% | $79,856-14.1% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 19.35% | 19.37%0pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,733 | $1,945+40.5% | $2,541+7.6% | $2,471+10.6% |
| Participant deferral / active EE | $6,201 | $3,440+80.3% | $4,167+48.8% | $3,741+65.8% |
| Admin fee / account holder | $8,267 | $5,622+47.0% | $6,797+21.6% | $5,306+55.8% |