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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 | $65,577 | $91,559-28.4% | $133,971-51.1% | $79,852-17.9% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 14.74% | 61.85%-47.1pp | 45.09%-30.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $6,359 | $2,384+166.7% | $3,919+62.3% | $2,471+157.3% |
| Participant deferral / active EE | $3,746 | $3,734+0.3% | $5,047-25.8% | $3,740+0.1% |
| Admin fee / account holder | $674 | $6,321-89.3% | $8,929-92.5% | $5,306-87.3% |