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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 | $69,083 | $65,364+5.7% | $92,909-25.6% | $72,975-5.3% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 20.44% | 42.11%-21.7pp | 109.44%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $5,368 | $2,594+106.9% | $3,653+46.9% | $2,440+120.0% |
| Participant deferral / active EE | $2,919 | $3,128-6.7% | $4,238-31.1% | $3,608-19.1% |
| Admin fee / account holder | $2,671 | $4,251-37.2% | $5,795-53.9% | $5,124-47.9% |