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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 | $73,491 | $61,125+20.2% | $94,057-21.9% | $87,485-16.0% |
| Participation rate | 70.0% | 64.1%+5.9pp | 73.3%-3.3pp | 68.9%+1.1pp |
| Annual return | 17.60% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,320 | $2,136+55.4% | $2,933+13.2% | $2,596+27.9% |
| Participant deferral / active EE | $7,087 | $3,260+117.4% | $4,709+50.5% | $4,274+65.8% |
| Admin fee / account holder | $1,667 | $5,629-70.4% | $7,244-77.0% | $7,775-78.6% |