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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 | $63,561 | $73,988-14.1% | $96,538-34.2% | $75,177-15.5% |
| Participation rate | 83.9% | 66.4%+17.5pp | 74.3%+9.6pp | 67.2%+16.7pp |
| Annual return | 17.47% | 26.73%-9.3pp | 35.74%-18.3pp | 160.75%-143.3pp |
| Employer contribution / active EE | $3,204 | $2,930+9.3% | $3,740-14.3% | $2,671+20.0% |
| Participant deferral / active EE | $6,519 | $3,660+78.1% | $4,880+33.6% | $4,126+58.0% |
| Admin fee / account holder | $3,668 | $5,220-29.7% | $6,737-45.6% | $5,651-35.1% |