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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 | $61,559 | $99,875-38.4% | $146,866-58.1% | $86,983-29.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 21.24% | 28.10%-6.9pp | 102.85%-81.6pp | 25.83%-4.6pp |
| Employer contribution / active EE | $3,509 | $3,224+8.8% | $4,425-20.7% | $2,584+35.8% |
| Participant deferral / active EE | $7,534 | $6,322+19.2% | $7,759-2.9% | $4,194+79.7% |
| Admin fee / account holder | $1,503 | $7,838-80.8% | $13,620-89.0% | $7,856-80.9% |