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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 | $60,012 | $72,027-16.7% | $185,835-67.7% | $79,852-24.8% |
| Participation rate | 81.3% | 65.8%+15.5pp | 78.0%+3.2pp | 69.6%+11.6pp |
| Annual return | 18.61% | 23.13%-4.5pp | 35.96%-17.3pp | 31.72%-13.1pp |
| Employer contribution / active EE | $2,036 | $1,965+3.6% | $4,087-50.2% | $2,471-17.6% |
| Participant deferral / active EE | $5,248 | $3,780+38.9% | $5,633-6.8% | $3,740+40.3% |
| Admin fee / account holder | $4,139 | $4,513-8.3% | $9,502-56.4% | $5,306-22.0% |