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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 | $55,122 | $90,486-39.1% | $78,676-29.9% | $273,972-79.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 13.69% | 75.62%-61.9pp | 62.19%-48.5pp | 41.46%-27.8pp |
| Employer contribution / active EE | $5,984 | $3,175+88.5% | $2,850+110.0% | $4,869+22.9% |
| Participant deferral / active EE | $2,841 | $3,901-27.2% | $3,517-19.2% | $5,287-46.3% |
| Admin fee / account holder | $331 | $5,263-93.7% | $4,510-92.7% | $10,133-96.7% |