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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 | $62,583 | $64,920-3.6% | $103,693-39.6% | $86,983-28.1% |
| Participation rate | 84.9% | 63.6%+21.4pp | 72.6%+12.3pp | 69.5%+15.4pp |
| Annual return | 17.58% | 30.29%-12.7pp | 47.61%-30.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $5,235 | $2,141+144.5% | $2,920+79.3% | $2,584+102.6% |
| Participant deferral / active EE | $8,224 | $3,241+153.8% | $4,579+79.6% | $4,194+96.1% |
| Admin fee / account holder | $4,519 | $6,191-27.0% | $7,858-42.5% | $7,856-42.5% |