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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 | $61,882 | $76,407-19.0% | $150,298-58.8% | $82,448-24.9% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 13.74% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $5,037 | $2,614+92.7% | $4,154+21.3% | $2,551+97.5% |
| Participant deferral / active EE | $4,022 | $3,214+25.1% | $5,453-26.2% | $4,139-2.8% |
| Admin fee / account holder | $6,683 | $6,352+5.2% | $14,116-52.7% | $7,234-7.6% |