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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 | $62,279 | $81,262-23.4% | $155,602-60.0% | $80,911-23.0% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 23.16% | 33.34%-10.2pp | 64.81%-41.6pp | 35.63%-12.5pp |
| Employer contribution / active EE | $3,143 | $3,102+1.3% | $4,675-32.8% | $2,756+14.0% |
| Participant deferral / active EE | $8,365 | $3,451+142.4% | $5,629+48.6% | $4,297+94.7% |
| Admin fee / account holder | $2,498 | $7,992-68.7% | $15,923-84.3% | $6,935-64.0% |