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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 | $129,607 | $59,440+118.0% | $78,004+66.2% | $82,637+56.8% |
| Participation rate | 76.3% | 62.8%+13.5pp | 69.4%+6.9pp | 68.1%+8.3pp |
| Annual return | 15.70% | 40.24%-24.5pp | 31.07%-15.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,254 | $1,750+85.9% | $2,469+31.8% | $2,552+27.5% |
| Participant deferral / active EE | $7,135 | $3,138+127.3% | $4,092+74.4% | $4,126+72.9% |
| Admin fee / account holder | $5,650 | $5,504+2.7% | $7,578-25.4% | $7,339-23.0% |