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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 | $70,023 | $101,763-31.2% | $164,866-57.5% | $80,874-13.4% |
| Participation rate | 93.4% | 71.8%+21.6pp | 78.6%+14.8pp | 67.6%+25.8pp |
| Annual return | 36.31% | 16.73%+19.6pp | 69.97%-33.7pp | 35.62%+0.7pp |
| Employer contribution / active EE | $2,514 | $2,954-14.9% | $4,343-42.1% | $2,756-8.8% |
| Participant deferral / active EE | $5,652 | $4,477+26.3% | $6,033-6.3% | $4,297+31.5% |
| Admin fee / account holder | $1,338 | $8,228-83.7% | $12,689-89.5% | $6,935-80.7% |