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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 | $59,288 | $77,638-23.6% | $156,551-62.1% | $62,881-5.7% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 6.43% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,322 | $3,444+83.6% | $5,501+14.9% | $2,281+177.2% |
| Participant deferral / active EE | $5,770 | $3,046+89.5% | $4,871+18.5% | $3,203+80.2% |
| Admin fee / account holder | $7,793 | $5,561+40.1% | $13,028-40.2% | $4,296+81.4% |