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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 | $62,235 | $76,407-18.5% | $150,298-58.6% | $82,448-24.5% |
| Participation rate | 89.5% | 66.4%+23.1pp | 77.8%+11.7pp | 68.1%+21.4pp |
| Annual return | 22.97% | 39.99%-17.0pp | 62.79%-39.8pp | 41.64%-18.7pp |
| Employer contribution / active EE | $4,004 | $2,614+53.2% | $4,154-3.6% | $2,551+56.9% |
| Participant deferral / active EE | $5,142 | $3,214+60.0% | $5,453-5.7% | $4,139+24.2% |
| Admin fee / account holder | $2,365 | $6,352-62.8% | $14,116-83.2% | $7,234-67.3% |