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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 | $69,830 | $97,648-28.5% | $121,663-42.6% | $87,485-20.2% |
| Participation rate | 89.7% | 70.5%+19.3pp | 74.5%+15.3pp | 68.9%+20.8pp |
| Annual return | 16.39% | 18.03%-1.6pp | 147.54%-131.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,659 | $2,300+15.6% | $3,020-11.9% | $2,596+2.4% |
| Participant deferral / active EE | $5,442 | $3,923+38.7% | $4,887+11.4% | $4,274+27.3% |
| Admin fee / account holder | $19,390 | $11,100+74.7% | $14,289+35.7% | $7,775+149.4% |