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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 | $55,049 | $64,307-14.4% | $57,349-4.0% | $125,388-56.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | 5.50% | 25.14%-19.6pp | 24.40%-18.9pp | 282.24%-276.7pp |
| Employer contribution / active EE | $8,163 | $3,193+155.7% | $2,689+203.6% | $4,866+67.8% |
| Participant deferral / active EE | $3,912 | $3,847+1.7% | $3,162+23.7% | $5,352-26.9% |
| Admin fee / account holder | $1,917 | $5,242-63.4% | $3,356-42.9% | $9,541-79.9% |