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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 | $57,696 | $93,617-38.4% | $135,982-57.6% | $75,177-23.3% |
| Participation rate | 93.7% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 16.35% | 30.89%-14.5pp | 68.32%-52.0pp | 160.75%-144.4pp |
| Employer contribution / active EE | $3,707 | $3,538+4.8% | $4,859-23.7% | $2,671+38.8% |
| Participant deferral / active EE | $5,701 | $6,406-11.0% | $7,760-26.5% | $4,126+38.2% |
| Admin fee / account holder | $1,135 | $6,980-83.7% | $10,767-89.5% | $5,651-79.9% |