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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 | $65,914 | $98,776-33.3% | $149,745-56.0% | $79,856-17.5% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 22.53% | 27.38%-4.8pp | 276.72%-254.2pp | 31.71%-9.2pp |
| Employer contribution / active EE | $3,357 | $3,217+4.3% | $4,646-27.7% | $2,471+35.8% |
| Participant deferral / active EE | $7,076 | $5,681+24.5% | $6,843+3.4% | $3,741+89.2% |
| Admin fee / account holder | $5,701 | $6,053-5.8% | $9,312-38.8% | $5,306+7.4% |