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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 | $62,245 | $100,003-37.8% | $146,685-57.6% | $85,856-27.5% |
| Participation rate | 81.3% | 73.1%+8.2pp | 80.1%+1.2pp | 69.3%+11.9pp |
| Annual return | 18.99% | 18.93%+0.1pp | 22.75%-3.8pp | 318.58%-299.6pp |
| Employer contribution / active EE | $2,558 | $2,5590% | $4,137-38.2% | $2,565-0.3% |
| Participant deferral / active EE | $7,062 | $4,006+76.3% | $5,507+28.2% | $3,952+78.7% |
| Admin fee / account holder | $4,978 | $7,704-35.4% | $10,281-51.6% | $6,261-20.5% |