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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 | $61,402 | $71,215-13.8% | $93,696-34.5% | $80,935-24.1% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.7%+13.8pp |
| Annual return | 15.58% | 11.27%+4.3pp | 133.74%-118.2pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,699 | $1,565+72.4% | $2,422+11.4% | $2,757-2.1% |
| Participant deferral / active EE | $2,305 | $4,037-42.9% | $4,417-47.8% | $4,299-46.4% |
| Admin fee / account holder | $1,198 | $6,958-82.8% | $8,287-85.5% | $6,924-82.7% |