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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 | $81,243 | $45,050+80.3% | $63,018+28.9% | $70,126+15.9% |
| Participation rate | 84.6% | 69.5%+15.1pp | 74.8%+9.8pp | 69.5%+15.1pp |
| Annual return | 16.09% | 18.76%-2.7pp | 87.62%-71.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,510 | $2,052-26.4% | $2,761-45.3% | $2,343-35.5% |
| Participant deferral / active EE | $6,109 | $2,466+147.8% | $3,330+83.5% | $3,332+83.4% |
| Admin fee / account holder | $8,725 | $2,834+207.9% | $3,601+142.3% | $4,645+87.8% |