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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 | $73,038 | $115,911-37.0% | $100,530-27.3% | $158,950-54.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 18.36% | 34.80%-16.4pp | 30.89%-12.5pp | 302.91%-284.6pp |
| Employer contribution / active EE | $5,289 | $4,104+28.9% | $3,418+54.7% | $4,762+11.1% |
| Participant deferral / active EE | $7,511 | $6,676+12.5% | $6,271+19.8% | $5,983+25.5% |
| Admin fee / account holder | $5,863 | $10,999-46.7% | $8,083-27.5% | $11,248-47.9% |