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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 | $55,539 | $78,428-29.2% | $95,960-42.1% | $79,852-30.4% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 13.13% | 19.37%-6.2pp | 91.63%-78.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $2,155 | $1,945+10.8% | $2,541-15.2% | $2,471-12.8% |
| Participant deferral / active EE | $6,283 | $3,440+82.6% | $4,167+50.8% | $3,740+68.0% |
| Admin fee / account holder | $5,313 | $5,622-5.5% | $6,797-21.8% | $5,306+0.1% |