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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 | $64,898 | $81,487-20.4% | $102,412-36.6% | $80,935-19.8% |
| Participation rate | 83.5% | 66.8%+16.7pp | 74.5%+9.0pp | 67.7%+15.9pp |
| Annual return | 39.60% | 25.60%+14.0pp | 24.94%+14.7pp | 35.66%+3.9pp |
| Employer contribution / active EE | $1,565 | $3,103-49.6% | $3,870-59.6% | $2,757-43.2% |
| Participant deferral / active EE | $7,823 | $3,871+102.1% | $5,060+54.6% | $4,299+81.9% |
| Admin fee / account holder | $4,807 | $6,717-28.4% | $8,388-42.7% | $6,924-30.6% |