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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 | $66,423 | $80,992-18.0% | $96,534-31.2% | $75,173-11.6% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 13.00% | 27.05%-14.1pp | 25.88%-12.9pp | 160.72%-147.7pp |
| Employer contribution / active EE | $4,284 | $2,283+87.7% | $2,965+44.4% | $2,671+60.4% |
| Participant deferral / active EE | $4,773 | $3,929+21.5% | $4,851-1.6% | $4,126+15.7% |
| Admin fee / account holder | $5,575 | $6,717-17.0% | $8,253-32.5% | $5,651-1.3% |