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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 | $64,906 | $71,230-8.9% | $93,727-30.7% | $80,959-19.8% |
| Participation rate | 96.8% | 60.4%+36.4pp | 68.7%+28.1pp | 67.7%+29.1pp |
| Annual return | 14.03% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $5,464 | $1,565+249.1% | $2,421+125.7% | $2,757+98.2% |
| Participant deferral / active EE | $4,156 | $4,037+2.9% | $4,417-5.9% | $4,300-3.4% |
| Admin fee / account holder | $1,255 | $6,961-82.0% | $8,292-84.9% | $6,925-81.9% |