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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 | $99,875-33.0% | $146,866-54.4% | $86,983-23.1% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.5%+14.3pp |
| Annual return | 16.26% | 28.10%-11.8pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $6,078 | $3,224+88.5% | $4,425+37.4% | $2,584+135.2% |
| Participant deferral / active EE | $4,119 | $6,322-34.8% | $7,759-46.9% | $4,194-1.8% |
| Admin fee / account holder | $2,353 | $7,838-70.0% | $13,620-82.7% | $7,856-70.0% |