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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 | $73,137 | $77,460-5.6% | $100,378-27.1% | $80,925-9.6% |
| Participation rate | 71.1% | 76.9%-5.8pp | 81.5%-10.4pp | 67.7%+3.5pp |
| Annual return | 19.64% | 37.24%-17.6pp | 49.41%-29.8pp | 35.65%-16.0pp |
| Employer contribution / active EE | $4,653 | $2,801+66.1% | $3,942+18.0% | $2,756+68.8% |
| Participant deferral / active EE | $11,588 | $6,818+70.0% | $8,087+43.3% | $4,299+169.6% |
| Admin fee / account holder | $8,875 | $5,887+50.8% | $7,899+12.3% | $6,940+27.9% |