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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 | $65,653 | $77,523-15.3% | $100,383-34.6% | $80,874-18.8% |
| Participation rate | 85.1% | 77.0%+8.1pp | 81.5%+3.6pp | 67.6%+17.4pp |
| Annual return | 32.54% | 37.21%-4.7pp | 49.26%-16.7pp | 35.62%-3.1pp |
| Employer contribution / active EE | $5,338 | $2,801+90.5% | $3,944+35.3% | $2,756+93.7% |
| Participant deferral / active EE | $11,688 | $6,822+71.3% | $8,086+44.5% | $4,297+172.0% |
| Admin fee / account holder | $3,613 | $5,899-38.7% | $7,900-54.3% | $6,935-47.9% |