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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 | $71,599 | $88,672-19.3% | $105,223-32.0% | $82,448-13.2% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 16.43% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,239 | $3,048+6.3% | $3,689-12.2% | $2,551+27.0% |
| Participant deferral / active EE | $6,002 | $4,036+48.7% | $5,072+18.4% | $4,139+45.0% |
| Admin fee / account holder | $17,822 | $7,146+149.4% | $8,859+101.2% | $7,234+146.4% |