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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 | $81,331-23.4% | $155,534-60.0% | $80,935-23.1% |
| Participation rate | 85.7% | 66.3%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 23.16% | 33.37%-10.2pp | 64.92%-41.8pp | 35.66%-12.5pp |
| Employer contribution / active EE | $3,143 | $3,105+1.2% | $4,675-32.8% | $2,757+14.0% |
| Participant deferral / active EE | $8,365 | $3,454+142.2% | $5,630+48.6% | $4,299+94.6% |
| Admin fee / account holder | $2,498 | $7,999-68.8% | $15,900-84.3% | $6,924-63.9% |