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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 | $62,109 | $73,978-16.0% | $96,515-35.6% | $75,173-17.4% |
| Participation rate | 70.4% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.2pp |
| Annual return | 20.03% | 26.72%-6.7pp | 35.73%-15.7pp | 160.72%-140.7pp |
| Employer contribution / active EE | $3,568 | $2,931+21.7% | $3,740-4.6% | $2,671+33.6% |
| Participant deferral / active EE | $7,963 | $3,660+117.6% | $4,880+63.2% | $4,126+93.0% |
| Admin fee / account holder | $1,762 | $5,219-66.2% | $6,735-73.8% | $5,651-68.8% |