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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 | $65,060 | $89,367-27.2% | $141,191-53.9% | $72,975-10.8% |
| Participation rate | 86.6% | 75.1%+11.5pp | 82.5%+4.1pp | 69.5%+17.1pp |
| Annual return | 24.28% | 111.87%-87.6pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $3,452 | $3,115+10.8% | $4,736-27.1% | $2,440+41.5% |
| Participant deferral / active EE | $5,908 | $5,419+9.0% | $6,710-12.0% | $3,608+63.8% |
| Admin fee / account holder | $2,866 | $5,957-51.9% | $10,264-72.1% | $5,124-44.1% |