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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 | $66,314 | $77,814-14.8% | $158,223-58.1% | $86,983-23.8% |
| Participation rate | 81.9% | 68.4%+13.5pp | 79.2%+2.7pp | 69.5%+12.4pp |
| Annual return | 16.26% | 30.54%-14.3pp | 52.09%-35.8pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,955 | $2,592+14.0% | $4,109-28.1% | $2,584+14.3% |
| Participant deferral / active EE | $2,397 | $3,270-26.7% | $5,467-56.2% | $4,194-42.8% |
| Admin fee / account holder | $6,983 | $5,879+18.8% | $16,047-56.5% | $7,856-11.1% |