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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 | $71,971 | $101,795-29.3% | $165,100-56.4% | $80,959-11.1% |
| Participation rate | 94.3% | 71.8%+22.5pp | 78.6%+15.7pp | 67.7%+26.7pp |
| Annual return | 10.67% | 16.73%-6.1pp | 70.21%-59.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,705 | $2,954-8.4% | $4,348-37.8% | $2,757-1.9% |
| Participant deferral / active EE | $5,179 | $4,476+15.7% | $6,035-14.2% | $4,300+20.4% |
| Admin fee / account holder | $9,760 | $8,221+18.7% | $12,696-23.1% | $6,925+40.9% |