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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 | $52,084 | $68,880-24.4% | $120,580-56.8% | $80,959-35.7% |
| Participation rate | 76.7% | 61.7%+15.0pp | 72.0%+4.8pp | 67.7%+9.1pp |
| Annual return | 11.59% | 23.68%-12.1pp | 107.48%-95.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $5,285 | $2,066+155.8% | $3,469+52.3% | $2,757+91.7% |
| Participant deferral / active EE | $5,815 | $3,191+82.3% | $4,995+16.4% | $4,300+35.2% |
| Admin fee / account holder | $598 | $5,785-89.7% | $9,418-93.7% | $6,925-91.4% |