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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 | $108,882-40.6% | $96,754-33.2% | $154,746-58.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 17.41% | 98.39%-81.0pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $5,700 | $3,018+88.8% | $2,679+112.7% | $4,379+30.2% |
| Participant deferral / active EE | $12,966 | $5,323+143.6% | $4,758+172.5% | $6,730+92.6% |
| Admin fee / account holder | $3,678 | $10,200-63.9% | $8,905-58.7% | $14,365-74.4% |