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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 | $65,960 | $96,136-31.4% | $135,987-51.5% | $80,925-18.5% |
| Participation rate | 85.3% | 71.2%+14.1pp | 76.4%+8.9pp | 67.7%+17.7pp |
| Annual return | 14.31% | 28.70%-14.4pp | 580.01%-565.7pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,078 | $3,350+21.7% | $4,214-3.2% | $2,756+47.9% |
| Participant deferral / active EE | $7,222 | $5,706+26.6% | $7,027+2.8% | $4,299+68.0% |
| Admin fee / account holder | $6,060 | $8,236-26.4% | $6,716-9.8% | $6,940-12.7% |