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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 | $62,061 | $105,284-41.1% | $150,734-58.8% | $94,015-34.0% |
| Participation rate | 80.9% | 71.7%+9.1pp | 78.4%+2.4pp | 70.8%+10.1pp |
| Annual return | 13.01% | 15.67%-2.7pp | 600.81%-587.8pp | 17.84%-4.8pp |
| Employer contribution / active EE | $4,484 | $3,599+24.6% | $4,918-8.8% | $2,790+60.7% |
| Participant deferral / active EE | $3,593 | $4,274-15.9% | $5,610-36.0% | $4,249-15.5% |
| Admin fee / account holder | $6,151 | $9,839-37.5% | $14,905-58.7% | $8,951-31.3% |