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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 | $58,763 | $124,314-52.7% | $109,163-46.2% | $167,518-64.9% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 11.18% | 26.04%-14.9pp | 25.75%-14.6pp | 478.71%-467.5pp |
| Employer contribution / active EE | $2,925 | $4,209-30.5% | $3,723-21.4% | $4,838-39.5% |
| Participant deferral / active EE | $7,143 | $5,256+35.9% | $4,654+53.5% | $6,342+12.6% |
| Admin fee / account holder | $3,229 | $7,973-59.5% | $6,754-52.2% | $12,312-73.8% |