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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 | $60,897 | $70,684-13.8% | $169,390-64.0% | $75,173-19.0% |
| Participation rate | 93.9% | 64.8%+29.1pp | 77.2%+16.8pp | 67.2%+26.7pp |
| Annual return | 17.13% | 36.38%-19.3pp | 406.07%-388.9pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,828 | $2,211+27.9% | $4,013-29.5% | $2,671+5.9% |
| Participant deferral / active EE | $6,093 | $4,310+41.4% | $6,222-2.1% | $4,126+47.7% |
| Admin fee / account holder | $6,249 | $5,404+15.6% | $9,015-30.7% | $5,651+10.6% |