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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 | $82,018 | $97,648-16.0% | $121,663-32.6% | $87,485-6.2% |
| Participation rate | 78.9% | 70.5%+8.5pp | 74.5%+4.5pp | 68.9%+10.0pp |
| Annual return | 18.30% | 18.03%+0.3pp | 147.54%-129.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $4,244 | $2,300+84.5% | $3,020+40.5% | $2,596+63.5% |
| Participant deferral / active EE | $2,322 | $3,923-40.8% | $4,887-52.5% | $4,274-45.7% |
| Admin fee / account holder | $1,461 | $11,100-86.8% | $14,289-89.8% | $7,775-81.2% |