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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 | $68,737 | $81,358-15.5% | $155,556-55.8% | $80,959-15.1% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.2pp | 67.7%+21.8pp |
| Annual return | 12.44% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $5,325 | $3,106+71.4% | $4,675+13.9% | $2,757+93.1% |
| Participant deferral / active EE | $5,393 | $3,455+56.1% | $5,631-4.2% | $4,300+25.4% |
| Admin fee / account holder | $3,186 | $7,994-60.1% | $15,885-79.9% | $6,925-54.0% |