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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 | $114,045 | $181,896-37.3% | $156,551-27.2% | $273,972-58.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 60.94% | 30.74%+30.2pp | 32.23%+28.7pp | 41.46%+19.5pp |
| Employer contribution / active EE | $2,532 | $6,248-59.5% | $5,501-54.0% | $4,869-48.0% |
| Participant deferral / active EE | $8,309 | $5,550+49.7% | $4,871+70.6% | $5,287+57.2% |
| Admin fee / account holder | $404 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |