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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 | $65,198 | $73,978-11.9% | $96,515-32.4% | $75,173-13.3% |
| Participation rate | 76.3% | 66.4%+9.9pp | 74.3%+2.0pp | 67.2%+9.1pp |
| Annual return | 16.00% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,232 | $2,931+44.4% | $3,740+13.2% | $2,671+58.4% |
| Participant deferral / active EE | $2,301 | $3,660-37.1% | $4,880-52.8% | $4,126-44.2% |
| Admin fee / account holder | $3,611 | $5,219-30.8% | $6,735-46.4% | $5,651-36.1% |