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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 | $62,424 | $98,652-36.7% | $142,942-56.3% | $82,448-24.3% |
| Participation rate | 83.7% | 72.8%+11.0pp | 76.8%+6.9pp | 68.1%+15.7pp |
| Annual return | 16.91% | 22.65%-5.7pp | 113.70%-96.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $5,724 | $3,211+78.3% | $4,139+38.3% | $2,551+124.4% |
| Participant deferral / active EE | $12,252 | $5,580+119.6% | $7,128+71.9% | $4,139+196.0% |
| Admin fee / account holder | $3,539 | $8,078-56.2% | $12,475-71.6% | $7,234-51.1% |