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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 | $76,008 | $108,825-30.2% | $156,181-51.3% | $82,448-7.8% |
| Participation rate | 83.8% | 72.4%+11.4pp | 78.8%+5.0pp | 68.1%+15.7pp |
| Annual return | 20.35% | 20.59%-0.2pp | 64.87%-44.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,405 | $2,870-16.2% | $4,294-44.0% | $2,551-5.7% |
| Participant deferral / active EE | $5,371 | $4,577+17.3% | $6,132-12.4% | $4,139+29.7% |
| Admin fee / account holder | $6,563 | $9,341-29.7% | $14,586-55.0% | $7,234-9.3% |