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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 | $71,076 | $89,259-20.4% | $107,187-33.7% | $82,637-14.0% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 17.28% | 21.02%-3.7pp | 204.55%-187.3pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,602 | $3,080+16.9% | $3,782-4.8% | $2,552+41.1% |
| Participant deferral / active EE | $6,827 | $4,037+69.1% | $5,096+34.0% | $4,126+65.5% |
| Admin fee / account holder | $4,130 | $7,381-44.0% | $9,162-54.9% | $7,339-43.7% |