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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 | $54,396 | $71,230-23.6% | $93,727-42.0% | $80,959-32.8% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.7%+25.8pp |
| Annual return | 39.35% | 11.26%+28.1pp | 133.83%-94.5pp | 35.67%+3.7pp |
| Employer contribution / active EE | $3,190 | $1,565+103.8% | $2,421+31.8% | $2,757+15.7% |
| Participant deferral / active EE | $6,773 | $4,037+67.7% | $4,417+53.3% | $4,300+57.5% |
| Admin fee / account holder | $5,865 | $6,961-15.7% | $8,292-29.3% | $6,925-15.3% |