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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 | $71,955 | $108,825-33.9% | $156,181-53.9% | $82,448-12.7% |
| Participation rate | 89.6% | 72.4%+17.2pp | 78.8%+10.8pp | 68.1%+21.5pp |
| Annual return | 16.82% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,423 | $2,870-15.6% | $4,294-43.6% | $2,551-5.0% |
| Participant deferral / active EE | $6,407 | $4,577+40.0% | $6,132+4.5% | $4,139+54.8% |
| Admin fee / account holder | $2,929 | $9,341-68.6% | $14,586-79.9% | $7,234-59.5% |