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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 | $81,262-15.4% | $155,602-55.8% | $80,911-15.0% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 12.44% | 33.34%-20.9pp | 64.81%-52.4pp | 35.63%-23.2pp |
| Employer contribution / active EE | $5,325 | $3,102+71.7% | $4,675+13.9% | $2,756+93.2% |
| Participant deferral / active EE | $5,393 | $3,451+56.3% | $5,629-4.2% | $4,297+25.5% |
| Admin fee / account holder | $3,186 | $7,992-60.1% | $15,923-80.0% | $6,935-54.1% |