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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 | $68,096 | $91,559-25.6% | $133,971-49.2% | $79,852-14.7% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 17.98% | 61.85%-43.9pp | 45.09%-27.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,615 | $2,384+9.7% | $3,919-33.3% | $2,471+5.8% |
| Participant deferral / active EE | $5,248 | $3,734+40.6% | $5,047+4.0% | $3,740+40.3% |
| Admin fee / account holder | $478 | $6,321-92.4% | $8,929-94.6% | $5,306-91.0% |