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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 | $59,373 | $91,179-34.9% | $178,499-66.7% | $79,852-25.6% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.6pp |
| Annual return | 18.63% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,989 | $3,256+22.5% | $5,011-20.4% | $2,471+61.4% |
| Participant deferral / active EE | $6,383 | $3,236+97.3% | $5,202+22.7% | $3,740+70.6% |
| Admin fee / account holder | $447 | $6,749-93.4% | $13,986-96.8% | $5,306-91.6% |