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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 | $59,218 | $71,057-16.7% | $93,654-36.8% | $80,874-26.8% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 15.36% | 11.26%+4.1pp | 133.34%-118.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,826 | $1,564+80.7% | $2,421+16.7% | $2,756+2.5% |
| Participant deferral / active EE | $6,794 | $4,034+68.4% | $4,413+54.0% | $4,297+58.1% |
| Admin fee / account holder | $3,803 | $6,944-45.2% | $8,282-54.1% | $6,935-45.2% |