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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 | $101,950-31.5% | $125,529-44.4% | $86,983-19.7% |
| Participation rate | 89.7% | 70.2%+19.6pp | 74.7%+15.0pp | 69.5%+20.2pp |
| Annual return | 16.39% | 18.29%-1.9pp | 202.56%-186.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,659 | $2,358+12.8% | $3,058-13.0% | $2,584+2.9% |
| Participant deferral / active EE | $5,442 | $3,862+40.9% | $4,813+13.1% | $4,194+29.8% |
| Admin fee / account holder | $19,390 | $12,791+51.6% | $16,298+19.0% | $7,856+146.8% |