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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 | $94,031-25.7% | $115,768-39.7% | $82,448-15.3% |
| Participation rate | 89.7% | 70.4%+19.3pp | 74.4%+15.4pp | 68.1%+21.7pp |
| Annual return | 16.39% | 20.61%-4.2pp | 100.46%-84.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,659 | $2,323+14.5% | $2,940-9.5% | $2,551+4.2% |
| Participant deferral / active EE | $5,442 | $3,972+37.0% | $4,917+10.7% | $4,139+31.5% |
| Admin fee / account holder | $19,390 | $10,249+89.2% | $12,439+55.9% | $7,234+168.0% |