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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 | $64,740 | $78,690-17.7% | $161,489-59.9% | $87,485-26.0% |
| Participation rate | 91.8% | 67.5%+24.4pp | 78.7%+13.1pp | 68.9%+22.9pp |
| Annual return | 18.72% | 32.74%-14.0pp | 89.72%-71.0pp | 26.06%-7.3pp |
| Employer contribution / active EE | $3,043 | $2,588+17.6% | $4,268-28.7% | $2,596+17.2% |
| Participant deferral / active EE | $3,440 | $3,311+3.9% | $5,630-38.9% | $4,274-19.5% |
| Admin fee / account holder | $1,944 | $6,724-71.1% | $16,006-87.9% | $7,775-75.0% |