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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 | $89,259-30.4% | $107,187-42.0% | $82,637-24.8% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.5pp | 68.1%+18.4pp |
| Annual return | 13.70% | 21.02%-7.3pp | 204.55%-190.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $3,293 | $3,080+6.9% | $3,782-12.9% | $2,552+29.0% |
| Participant deferral / active EE | $4,070 | $4,037+0.8% | $5,096-20.1% | $4,126-1.4% |
| Admin fee / account holder | $7,053 | $7,381-4.4% | $9,162-23.0% | $7,339-3.9% |