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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 | $60,022 | $75,058-20.0% | $152,301-60.6% | $64,340-6.7% |
| Participation rate | 84.3% | 60.9%+23.4pp | 82.4%+1.9pp | 55.2%+29.1pp |
| Annual return | 17.06% | 29.93%-12.9pp | 80.50%-63.4pp | 24.14%-7.1pp |
| Employer contribution / active EE | $3,252 | $2,605+24.9% | $4,624-29.7% | $1,862+74.7% |
| Participant deferral / active EE | $7,222 | $5,041+43.3% | $8,004-9.8% | $2,980+142.3% |
| Admin fee / account holder | $5,720 | $4,050+41.2% | $14,398-60.3% | $3,703+54.5% |