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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 | $60,369 | $69,977-13.7% | $108,582-44.4% | $62,881-4.0% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | 16.43% | 10.73%+5.7pp | -51.70%+68.1pp | 20.14%-3.7pp |
| Employer contribution / active EE | $3,130 | $2,135+46.6% | $3,758-16.7% | $2,281+37.2% |
| Participant deferral / active EE | $7,110 | $3,165+124.7% | $4,311+64.9% | $3,203+122.0% |
| Admin fee / account holder | $1,053 | $5,076-79.3% | $7,645-86.2% | $4,296-75.5% |