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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 | $57,488 | $81,358-29.3% | $155,556-63.0% | $80,959-29.0% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 12.61% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $8,468 | $3,106+172.6% | $4,675+81.1% | $2,757+207.1% |
| Participant deferral / active EE | $4,818 | $3,455+39.4% | $5,631-14.4% | $4,300+12.0% |
| Admin fee / account holder | $995 | $7,994-87.5% | $15,885-93.7% | $6,925-85.6% |