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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 | $60,638 | $80,992-25.1% | $96,534-37.2% | $75,173-19.3% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 15.93% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,373 | $2,283+47.7% | $2,965+13.7% | $2,671+26.3% |
| Participant deferral / active EE | $7,595 | $3,929+93.3% | $4,851+56.6% | $4,126+84.1% |
| Admin fee / account holder | $6,028 | $6,717-10.3% | $8,253-27.0% | $5,651+6.7% |