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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 | $78,690-21.4% | $161,489-61.7% | $87,485-29.3% |
| Participation rate | 87.5% | 67.5%+20.0pp | 78.7%+8.8pp | 68.9%+18.6pp |
| Annual return | 13.74% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $5,037 | $2,588+94.6% | $4,268+18.0% | $2,596+94.0% |
| Participant deferral / active EE | $4,022 | $3,311+21.5% | $5,630-28.6% | $4,274-5.9% |
| Admin fee / account holder | $6,683 | $6,724-0.6% | $16,006-58.2% | $7,775-14.0% |