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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 | $67,245 | $77,638-13.4% | $156,551-57.0% | $62,881+6.9% |
| Participation rate | 91.1% | 71.2%+19.9pp | 84.0%+7.1pp | 69.3%+21.8pp |
| Annual return | 6.66% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,628 | $3,444-23.7% | $5,501-52.2% | $2,281+15.2% |
| Participant deferral / active EE | $3,689 | $3,046+21.1% | $4,871-24.3% | $3,203+15.2% |
| Admin fee / account holder | $7,039 | $5,561+26.6% | $13,028-46.0% | $4,296+63.9% |