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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 | $70,066 | $77,814-10.0% | $158,223-55.7% | $86,983-19.4% |
| Participation rate | 97.4% | 68.4%+29.0pp | 79.2%+18.2pp | 69.5%+27.9pp |
| Annual return | 12.12% | 30.54%-18.4pp | 52.09%-40.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $2,326 | $2,592-10.3% | $4,109-43.4% | $2,584-10.0% |
| Participant deferral / active EE | $5,136 | $3,270+57.1% | $5,467-6.1% | $4,194+22.5% |
| Admin fee / account holder | $2,042 | $5,879-65.3% | $16,047-87.3% | $7,856-74.0% |