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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 | $65,225 | $115,225-43.4% | $100,712-35.2% | $138,895-53.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 14.42% | 40.35%-25.9pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $9,249 | $2,771+233.8% | $2,313+299.9% | $4,194+120.5% |
| Participant deferral / active EE | $8,333 | $4,699+77.3% | $4,085+104.0% | $6,396+30.3% |
| Admin fee / account holder | $1,848 | $10,844-83.0% | $9,256-80.0% | $12,562-85.3% |