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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 | $56,036 | $65,367-14.3% | $92,915-39.7% | $72,976-23.2% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.0%+10.4pp | 69.5%+17.0pp |
| Annual return | 18.86% | 42.11%-23.2pp | 109.45%-90.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $4,111 | $2,594+58.5% | $3,653+12.5% | $2,440+68.5% |
| Participant deferral / active EE | $4,010 | $3,128+28.2% | $4,238-5.4% | $3,608+11.1% |
| Admin fee / account holder | $3,413 | $4,251-19.7% | $5,796-41.1% | $5,124-33.4% |