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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 | $59,809 | $78,197-23.5% | $98,090-39.0% | $82,637-27.6% |
| Participation rate | 97.6% | 77.5%+20.2pp | 81.5%+16.1pp | 68.1%+29.6pp |
| Annual return | 19.88% | 40.25%-20.4pp | 37.05%-17.2pp | 53.51%-33.6pp |
| Employer contribution / active EE | $3,208 | $2,605+23.2% | $3,606-11.0% | $2,552+25.7% |
| Participant deferral / active EE | $9,367 | $6,636+41.2% | $7,845+19.4% | $4,126+127.0% |
| Admin fee / account holder | $4,064 | $14,832-72.6% | $11,815-65.6% | $7,339-44.6% |