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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 | $60,350 | $77,164-21.8% | $178,014-66.1% | $80,874-25.4% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.3pp | 67.6%+16.7pp |
| Annual return | 13.04% | 18.09%-5.1pp | 294.80%-281.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,940 | $2,288+115.9% | $3,950+25.1% | $2,756+79.3% |
| Participant deferral / active EE | $5,663 | $4,408+28.5% | $6,276-9.8% | $4,297+31.8% |
| Admin fee / account holder | $2,488 | $7,164-65.3% | $10,362-76.0% | $6,935-64.1% |