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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 | $64,656 | $97,125-33.4% | $86,233-25.0% | $137,256-52.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 17.41% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5,700 | $2,841+100.6% | $2,504+127.6% | $4,156+37.1% |
| Participant deferral / active EE | $12,966 | $5,180+150.3% | $4,559+184.4% | $6,407+102.4% |
| Admin fee / account holder | $3,678 | $9,725-62.2% | $8,342-55.9% | $12,270-70.0% |