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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 | $88,672-30.0% | $105,223-41.0% | $82,448-24.7% |
| Participation rate | 80.9% | 67.9%+13.0pp | 75.0%+5.8pp | 68.1%+12.8pp |
| Annual return | 13.01% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,484 | $3,048+47.1% | $3,689+21.6% | $2,551+75.8% |
| Participant deferral / active EE | $3,593 | $4,036-11.0% | $5,072-29.2% | $4,139-13.2% |
| Admin fee / account holder | $6,151 | $7,146-13.9% | $8,859-30.6% | $7,234-15.0% |