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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 | $68,580 | $65,027+5.5% | $90,970-24.6% | $79,852-14.1% |
| Participation rate | 84.7% | 61.6%+23.1pp | 69.0%+15.7pp | 69.6%+15.1pp |
| Annual return | 17.89% | 30.45%-12.6pp | 134.58%-116.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,391 | $1,247+11.5% | $2,122-34.5% | $2,471-43.7% |
| Participant deferral / active EE | $3,638 | $2,512+44.8% | $3,373+7.8% | $3,740-2.7% |
| Admin fee / account holder | $7,375 | $4,535+62.6% | $5,960+23.7% | $5,306+39.0% |