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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 | $62,420 | $97,648-36.1% | $121,663-48.7% | $87,485-28.7% |
| Participation rate | 93.0% | 70.5%+22.5pp | 74.5%+18.5pp | 68.9%+24.1pp |
| Annual return | 17.23% | 18.03%-0.8pp | 147.54%-130.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,442 | $2,300+6.2% | $3,020-19.1% | $2,596-5.9% |
| Participant deferral / active EE | $4,741 | $3,923+20.8% | $4,887-3.0% | $4,274+10.9% |
| Admin fee / account holder | $6,537 | $11,100-41.1% | $14,289-54.3% | $7,775-15.9% |