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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 | $93,345-33.5% | $119,126-47.9% | $87,485-29.1% |
| Participation rate | 80.9% | 68.7%+12.1pp | 75.8%+5.1pp | 68.9%+12.0pp |
| Annual return | 13.01% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $4,484 | $3,172+41.4% | $4,034+11.2% | $2,596+72.7% |
| Participant deferral / active EE | $3,593 | $4,099-12.3% | $5,318-32.4% | $4,274-15.9% |
| Admin fee / account holder | $6,151 | $8,039-23.5% | $10,693-42.5% | $7,775-20.9% |