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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 | $65,857 | $91,559-28.1% | $133,978-50.8% | $79,856-17.5% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 11.77% | 61.85%-50.1pp | 45.10%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $945 | $2,384-60.4% | $3,919-75.9% | $2,471-61.8% |
| Participant deferral / active EE | $2,383 | $3,734-36.2% | $5,047-52.8% | $3,741-36.3% |
| Admin fee / account holder | $1,633 | $6,321-74.2% | $8,930-81.7% | $5,306-69.2% |