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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 | $64,028 | $111,535-42.6% | $105,223-39.2% | $137,256-53.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 12.53% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $12,447 | $3,939+216.0% | $3,689+237.4% | $4,156+199.5% |
| Participant deferral / active EE | $2,678 | $5,500-51.3% | $5,072-47.2% | $6,407-58.2% |
| Admin fee / account holder | $5,636 | $9,721-42.0% | $8,859-36.4% | $12,270-54.1% |