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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 | $65,308 | $81,358-19.7% | $155,556-58.0% | $80,959-19.3% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+16.9pp |
| Annual return | 14.11% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $7,185 | $3,106+131.3% | $4,675+53.7% | $2,757+160.6% |
| Participant deferral / active EE | $5,688 | $3,455+64.6% | $5,631+1.0% | $4,300+32.3% |
| Admin fee / account holder | $2,575 | $7,994-67.8% | $15,885-83.8% | $6,925-62.8% |