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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 | $71,057-23.4% | $93,654-41.9% | $80,874-32.7% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.6%+25.8pp |
| Annual return | 39.35% | 11.26%+28.1pp | 133.34%-94.0pp | 35.62%+3.7pp |
| Employer contribution / active EE | $3,190 | $1,564+104.0% | $2,421+31.8% | $2,756+15.8% |
| Participant deferral / active EE | $6,773 | $4,034+67.9% | $4,413+53.5% | $4,297+57.6% |
| Admin fee / account holder | $5,865 | $6,944-15.5% | $8,282-29.2% | $6,935-15.4% |