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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 | $65,180 | $90,509-28.0% | $78,693-17.2% | $273,968-76.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.27% | 75.61%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,871 | $3,175+53.4% | $2,850+70.9% | $4,8690% |
| Participant deferral / active EE | $3,494 | $3,901-10.4% | $3,517-0.7% | $5,287-33.9% |
| Admin fee / account holder | $760 | $5,264-85.6% | $4,511-83.1% | $10,132-92.5% |