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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 | $61,925 | $77,460-20.1% | $100,378-38.3% | $80,925-23.5% |
| Participation rate | 75.9% | 76.9%-1.1pp | 81.5%-5.6pp | 67.7%+8.2pp |
| Annual return | 19.81% | 37.24%-17.4pp | 49.41%-29.6pp | 35.65%-15.8pp |
| Employer contribution / active EE | $4,029 | $2,801+43.8% | $3,942+2.2% | $2,756+46.2% |
| Participant deferral / active EE | $9,742 | $6,818+42.9% | $8,087+20.5% | $4,299+126.6% |
| Admin fee / account holder | $813 | $5,887-86.2% | $7,899-89.7% | $6,940-88.3% |