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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 | $66,580 | $93,589-28.9% | $135,942-51.0% | $75,181-11.4% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 19.52% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $5,169 | $3,537+46.1% | $4,858+6.4% | $2,671+93.6% |
| Participant deferral / active EE | $6,045 | $6,405-5.6% | $7,759-22.1% | $4,126+46.5% |
| Admin fee / account holder | $4,299 | $6,977-38.4% | $10,764-60.1% | $5,650-23.9% |