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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 | $65,765 | $88,672-25.8% | $105,223-37.5% | $82,448-20.2% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.8pp | 68.1%+29.8pp |
| Annual return | 14.81% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,641 | $3,048+19.5% | $3,689-1.3% | $2,551+42.7% |
| Participant deferral / active EE | $6,285 | $4,036+55.7% | $5,072+23.9% | $4,139+51.8% |
| Admin fee / account holder | $6,535 | $7,146-8.5% | $8,859-26.2% | $7,234-9.7% |