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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 | $63,138 | $91,559-31.0% | $133,978-52.9% | $79,856-20.9% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 15.40% | 61.85%-46.4pp | 45.10%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,775 | $2,384+16.4% | $3,919-29.2% | $2,471+12.3% |
| Participant deferral / active EE | $5,548 | $3,734+48.6% | $5,047+9.9% | $3,741+48.3% |
| Admin fee / account holder | $3,986 | $6,321-36.9% | $8,930-55.4% | $5,306-24.9% |