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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 | $64,739 | $88,672-27.0% | $105,223-38.5% | $82,448-21.5% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.7pp |
| Annual return | 14.33% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,411 | $3,048+11.9% | $3,689-7.5% | $2,551+33.7% |
| Participant deferral / active EE | $7,034 | $4,036+74.3% | $5,072+38.7% | $4,139+69.9% |
| Admin fee / account holder | $2,140 | $7,146-70.1% | $8,859-75.8% | $7,234-70.4% |