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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 | $67,906 | $85,766-20.8% | $136,297-50.2% | $70,124-3.2% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 17.24% | 31.45%-14.2pp | 5156.19%-5139.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,670 | $2,966+23.7% | $4,696-21.9% | $2,342+56.7% |
| Participant deferral / active EE | $6,961 | $5,051+37.8% | $6,247+11.4% | $3,332+108.9% |
| Admin fee / account holder | $6,395 | $5,420+18.0% | $9,244-30.8% | $4,645+37.7% |