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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 | $62,160 | $93,345-33.4% | $119,126-47.8% | $87,485-28.9% |
| Participation rate | 86.5% | 68.7%+17.7pp | 75.8%+10.7pp | 68.9%+17.6pp |
| Annual return | 13.70% | 19.08%-5.4pp | 282.11%-268.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,293 | $3,172+3.8% | $4,034-18.4% | $2,596+26.8% |
| Participant deferral / active EE | $4,070 | $4,099-0.7% | $5,318-23.5% | $4,274-4.8% |
| Admin fee / account holder | $7,053 | $8,039-12.3% | $10,693-34.0% | $7,775-9.3% |