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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 | $68,887 | $77,460-11.1% | $100,378-31.4% | $80,925-14.9% |
| Participation rate | 81.3% | 76.9%+4.3pp | 81.5%-0.3pp | 67.7%+13.6pp |
| Annual return | 13.91% | 37.24%-23.3pp | 49.41%-35.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $5,942 | $2,801+112.1% | $3,942+50.7% | $2,756+115.6% |
| Participant deferral / active EE | $11,605 | $6,818+70.2% | $8,087+43.5% | $4,299+170.0% |
| Admin fee / account holder | $1,761 | $5,887-70.1% | $7,899-77.7% | $6,940-74.6% |