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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 | $69,671 | $87,166-20.1% | $76,735-9.2% | $137,256-49.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 13.59% | 26.50%-12.9pp | 29.77%-16.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,109 | $2,904+75.9% | $2,454+108.2% | $4,156+22.9% |
| Participant deferral / active EE | $14,874 | $4,726+214.7% | $4,088+263.8% | $6,407+132.2% |
| Admin fee / account holder | $14,836 | $8,403+76.5% | $7,189+106.4% | $12,270+20.9% |