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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 | $66,825 | $77,472-13.7% | $100,392-33.4% | $80,935-17.4% |
| Participation rate | 82.5% | 76.9%+5.5pp | 81.5%+1.0pp | 67.7%+14.8pp |
| Annual return | 17.24% | 37.26%-20.0pp | 49.45%-32.2pp | 35.66%-18.4pp |
| Employer contribution / active EE | $4,654 | $2,800+66.2% | $3,941+18.1% | $2,757+68.8% |
| Participant deferral / active EE | $8,446 | $6,818+23.9% | $8,090+4.4% | $4,299+96.4% |
| Admin fee / account holder | $1,625 | $5,885-72.4% | $7,904-79.4% | $6,924-76.5% |