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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 | $96,731-35.8% | $123,973-49.9% | $86,983-28.7% |
| Participation rate | 80.9% | 70.0%+10.9pp | 76.7%+4.2pp | 69.5%+11.3pp |
| Annual return | 13.01% | 17.33%-4.3pp | 388.13%-375.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $4,484 | $3,297+36.0% | $4,126+8.7% | $2,584+73.5% |
| Participant deferral / active EE | $3,593 | $4,152-13.5% | $5,247-31.5% | $4,194-14.3% |
| Admin fee / account holder | $6,151 | $8,722-29.5% | $11,799-47.9% | $7,856-21.7% |