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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 | $63,427 | $88,672-28.5% | $105,223-39.7% | $82,448-23.1% |
| Participation rate | 83.8% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | 15.76% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $5,186 | $3,048+70.2% | $3,689+40.6% | $2,551+103.3% |
| Participant deferral / active EE | $3,645 | $4,036-9.7% | $5,072-28.1% | $4,139-11.9% |
| Admin fee / account holder | $1,535 | $7,146-78.5% | $8,859-82.7% | $7,234-78.8% |