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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 | $66,198 | $109,904-39.8% | $97,167-31.9% | $145,959-54.6% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 11.22% | 243.43%-232.2pp | 75.27%-64.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,156 | $3,084+2.3% | $2,729+15.6% | $4,661-32.3% |
| Participant deferral / active EE | $6,201 | $4,676+32.6% | $4,264+45.4% | $6,689-7.3% |
| Admin fee / account holder | $633 | $6,216-89.8% | $5,650-88.8% | $13,398-95.3% |