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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 | $65,223 | $99,875-34.7% | $146,866-55.6% | $86,983-25.0% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.5%+23.1pp |
| Annual return | 35.94% | 28.10%+7.8pp | 102.85%-66.9pp | 25.83%+10.1pp |
| Employer contribution / active EE | $2,623 | $3,224-18.6% | $4,425-40.7% | $2,584+1.5% |
| Participant deferral / active EE | $6,698 | $6,322+5.9% | $7,759-13.7% | $4,194+59.7% |
| Admin fee / account holder | $12,626 | $7,838+61.1% | $13,620-7.3% | $7,856+60.7% |