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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 | $82,348 | $45,050+82.8% | $63,018+30.7% | $70,126+17.4% |
| Participation rate | 84.8% | 69.5%+15.3pp | 74.8%+10.0pp | 69.5%+15.3pp |
| Annual return | 13.24% | 18.76%-5.5pp | 87.62%-74.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,150 | $2,052+4.8% | $2,761-22.1% | $2,343-8.2% |
| Participant deferral / active EE | $5,708 | $2,466+131.5% | $3,330+71.4% | $3,332+71.3% |
| Admin fee / account holder | $6,146 | $2,834+116.9% | $3,601+70.7% | $4,645+32.3% |