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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 | $72,863 | $48,364+50.7% | $71,796+1.5% | $62,881+15.9% |
| Participation rate | 79.7% | 60.6%+19.1pp | 69.1%+10.6pp | 69.3%+10.4pp |
| Annual return | 7.25% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,116 | $1,042+103.1% | $1,924+10.0% | $2,281-7.2% |
| Participant deferral / active EE | $4,905 | $2,091+134.5% | $2,794+75.5% | $3,203+53.1% |
| Admin fee / account holder | $3,458 | $3,771-8.3% | $4,815-28.2% | $4,296-19.5% |