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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 | $67,466 | $75,541-10.7% | $152,093-55.6% | $82,637-18.4% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 18.19% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $5,075 | $2,622+93.5% | $4,175+21.6% | $2,552+98.8% |
| Participant deferral / active EE | $4,924 | $3,206+53.6% | $5,451-9.7% | $4,126+19.3% |
| Admin fee / account holder | $6,520 | $6,405+1.8% | $14,497-55.0% | $7,339-11.2% |