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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 | $78,233 | $91,559-14.6% | $133,978-41.6% | $79,856-2.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 16.20% | 61.85%-45.7pp | 45.10%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,046 | $2,384-14.2% | $3,919-47.8% | $2,471-17.2% |
| Participant deferral / active EE | $5,091 | $3,734+36.4% | $5,047+0.9% | $3,741+36.1% |
| Admin fee / account holder | $1,942 | $6,321-69.3% | $8,930-78.3% | $5,306-63.4% |