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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 | $64,449 | $64,920-0.7% | $103,693-37.8% | $86,983-25.9% |
| Participation rate | 95.2% | 63.6%+31.6pp | 72.6%+22.6pp | 69.5%+25.7pp |
| Annual return | 15.88% | 30.29%-14.4pp | 47.61%-31.7pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,804 | $2,141+31.0% | $2,920-4.0% | $2,584+8.5% |
| Participant deferral / active EE | $5,085 | $3,241+56.9% | $4,579+11.0% | $4,194+21.3% |
| Admin fee / account holder | $1,571 | $6,191-74.6% | $7,858-80.0% | $7,856-80.0% |