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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 | $71,096 | $98,776-28.0% | $149,745-52.5% | $79,856-11.0% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 15.49% | 27.38%-11.9pp | 276.72%-261.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,384 | $3,217+5.2% | $4,646-27.2% | $2,471+36.9% |
| Participant deferral / active EE | $6,842 | $5,681+20.4% | $6,8430% | $3,741+82.9% |
| Admin fee / account holder | $1,550 | $6,053-74.4% | $9,312-83.4% | $5,306-70.8% |