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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 | $57,073+13.4% | $85,126-23.9% | $80,925-20.0% |
| Participation rate | 73.5% | 56.4%+17.1pp | 67.5%+5.9pp | 67.7%+5.8pp |
| Annual return | 13.51% | 21.69%-8.2pp | 66.63%-53.1pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,779 | $1,801+220.9% | $2,731+111.6% | $2,756+109.7% |
| Participant deferral / active EE | $4,667 | $3,113+49.9% | $4,523+3.2% | $4,299+8.6% |
| Admin fee / account holder | $7,700 | $4,988+54.4% | $6,160+25.0% | $6,940+10.9% |