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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 | $64,738 | $57,140+13.3% | $85,240-24.1% | $80,959-20.0% |
| Participation rate | 73.5% | 56.4%+17.1pp | 67.5%+5.9pp | 67.7%+5.8pp |
| Annual return | 13.51% | 21.71%-8.2pp | 66.75%-53.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $5,779 | $1,802+220.7% | $2,735+111.3% | $2,757+109.6% |
| Participant deferral / active EE | $4,667 | $3,115+49.8% | $4,527+3.1% | $4,300+8.5% |
| Admin fee / account holder | $7,700 | $4,992+54.2% | $6,165+24.9% | $6,925+11.2% |