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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 | $61,398 | $70,684-13.1% | $169,397-63.8% | $75,177-18.3% |
| Participation rate | 83.1% | 64.8%+18.3pp | 77.2%+5.9pp | 67.2%+15.9pp |
| Annual return | 17.16% | 36.38%-19.2pp | 406.23%-389.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $5,255 | $2,211+137.7% | $4,013+31.0% | $2,671+96.7% |
| Participant deferral / active EE | $4,590 | $4,310+6.5% | $6,223-26.2% | $4,126+11.2% |
| Admin fee / account holder | $3,510 | $5,404-35.0% | $9,017-61.1% | $5,651-37.9% |