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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 | $61,587 | $125,797-51.0% | $170,028-63.8% | $75,181-18.1% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.5pp | 67.2%+29.4pp |
| Annual return | 15.62% | 27.20%-11.6pp | 53.39%-37.8pp | 160.69%-145.1pp |
| Employer contribution / active EE | $4,343 | $4,616-5.9% | $6,788-36.0% | $2,671+62.6% |
| Participant deferral / active EE | $8,823 | $6,838+29.0% | $10,409-15.2% | $4,126+113.8% |
| Admin fee / account holder | $8,118 | $8,177-0.7% | $12,820-36.7% | $5,650+43.7% |