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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 | $65,404 | $106,864-38.8% | $147,318-55.6% | $82,637-20.9% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 31.75% | 27.49%+4.3pp | 70.43%-38.7pp | 53.51%-21.8pp |
| Employer contribution / active EE | $2,266 | $3,417-33.7% | $4,593-50.7% | $2,552-11.2% |
| Participant deferral / active EE | $4,698 | $6,496-27.7% | $7,906-40.6% | $4,126+13.9% |
| Admin fee / account holder | $2,755 | $8,415-67.3% | $13,708-79.9% | $7,339-62.5% |