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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 | $69,391 | $101,795-31.8% | $165,100-58.0% | $80,959-14.3% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.7%+9.3pp |
| Annual return | 15.30% | 16.73%-1.4pp | 70.21%-54.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $6,556 | $2,954+122.0% | $4,348+50.8% | $2,757+137.8% |
| Participant deferral / active EE | $4,470 | $4,476-0.1% | $6,035-25.9% | $4,300+4.0% |
| Admin fee / account holder | $11,679 | $8,221+42.1% | $12,696-8.0% | $6,925+68.6% |