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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 | $65,240 | $97,648-33.2% | $121,663-46.4% | $87,485-25.4% |
| Participation rate | 94.4% | 70.5%+24.0pp | 74.5%+20.0pp | 68.9%+25.5pp |
| Annual return | 28.25% | 18.03%+10.2pp | 147.54%-119.3pp | 26.06%+2.2pp |
| Employer contribution / active EE | $2,434 | $2,300+5.8% | $3,020-19.4% | $2,596-6.3% |
| Participant deferral / active EE | $4,822 | $3,923+22.9% | $4,887-1.3% | $4,274+12.8% |
| Admin fee / account holder | $1,302 | $11,100-88.3% | $14,289-90.9% | $7,775-83.2% |