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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 | $60,834 | $97,550-37.6% | $120,344-49.4% | $87,485-30.5% |
| Participation rate | 76.5% | 72.8%+3.6pp | 76.7%-0.2pp | 68.9%+7.5pp |
| Annual return | 20.41% | 18.41%+2.0pp | 20.30%+0.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $5,882 | $2,291+156.8% | $3,020+94.8% | $2,596+126.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,058 | $9,543-57.5% | $12,742-68.1% | $7,775-47.8% |