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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 | $59,870 | $106,749-43.9% | $145,433-58.8% | $82,448-27.4% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 16.19% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,567 | $3,444-25.5% | $4,554-43.6% | $2,551+0.6% |
| Participant deferral / active EE | $5,793 | $6,519-11.1% | $7,897-26.6% | $4,139+39.9% |
| Admin fee / account holder | $11,854 | $8,390+41.3% | $13,129-9.7% | $7,234+63.9% |