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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 | $62,485 | $114,013-45.2% | $103,693-39.7% | $155,188-59.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 12.41% | 49.31%-36.9pp | 47.61%-35.2pp | 148.84%-136.4pp |
| Employer contribution / active EE | $6,331 | $3,131+102.2% | $2,920+116.8% | $4,248+49.0% |
| Participant deferral / active EE | $5,846 | $4,970+17.6% | $4,579+27.7% | $6,531-10.5% |
| Admin fee / account holder | $4,322 | $8,407-48.6% | $7,858-45.0% | $14,480-70.1% |