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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 | $77,800 | $101,795-23.6% | $165,100-52.9% | $80,959-3.9% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.9pp |
| Annual return | 16.50% | 16.73%-0.2pp | 70.21%-53.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,258 | $2,954+10.3% | $4,348-25.1% | $2,757+18.2% |
| Participant deferral / active EE | $4,678 | $4,476+4.5% | $6,035-22.5% | $4,300+8.8% |
| Admin fee / account holder | $2,685 | $8,221-67.3% | $12,696-78.9% | $6,925-61.2% |