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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 | $62,687 | $84,236-25.6% | $170,435-63.2% | $70,126-10.6% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 16.71% | 23.06%-6.4pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,009 | $3,387+18.4% | $5,432-26.2% | $2,343+71.1% |
| Participant deferral / active EE | $2,819 | $3,086-8.7% | $4,939-42.9% | $3,332-15.4% |
| Admin fee / account holder | $875 | $5,698-84.6% | $13,881-93.7% | $4,645-81.2% |