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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 | $70,125 | $91,559-23.4% | $133,971-47.7% | $79,852-12.2% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 15.96% | 61.85%-45.9pp | 45.09%-29.1pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,445 | $2,384-39.4% | $3,919-63.1% | $2,471-41.5% |
| Participant deferral / active EE | $2,383 | $3,734-36.2% | $5,047-52.8% | $3,740-36.3% |
| Admin fee / account holder | $1,392 | $6,321-78.0% | $8,929-84.4% | $5,306-73.8% |