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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 | $69,793 | $84,236-17.1% | $170,435-59.0% | $70,126-0.5% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $4,468 | $3,387+31.9% | $5,432-17.8% | $2,343+90.7% |
| Participant deferral / active EE | $4,964 | $3,086+60.9% | $4,939+0.5% | $3,332+49.0% |
| Admin fee / account holder | $2,710 | $5,698-52.4% | $13,881-80.5% | $4,645-41.7% |