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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 | $66,927 | $106,864-37.4% | $147,318-54.6% | $82,637-19.0% |
| Participation rate | 83.9% | 75.5%+8.4pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 16.26% | 27.49%-11.2pp | 70.43%-54.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $6,078 | $3,417+77.9% | $4,593+32.3% | $2,552+138.1% |
| Participant deferral / active EE | $4,119 | $6,496-36.6% | $7,906-47.9% | $4,126-0.2% |
| Admin fee / account holder | $2,353 | $8,415-72.0% | $13,708-82.8% | $7,339-67.9% |