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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 | $65,772 | $127,296-48.3% | $109,907-40.2% | $167,536-60.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 13.15% | 22.97%-9.8pp | 29.46%-16.3pp | 478.82%-465.7pp |
| Employer contribution / active EE | $4,579 | $3,325+37.7% | $2,844+61.0% | $4,839-5.4% |
| Participant deferral / active EE | $4,355 | $4,513-3.5% | $4,047+7.6% | $6,342-31.3% |
| Admin fee / account holder | $4,429 | $7,119-37.8% | $6,069-27.0% | $12,315-64.0% |