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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 | $71,197-16.8% | $93,669-36.8% | $80,925-26.8% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.7%+21.6pp |
| Annual return | 15.36% | 11.27%+4.1pp | 133.59%-118.2pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,826 | $1,565+80.6% | $2,424+16.6% | $2,756+2.5% |
| Participant deferral / active EE | $6,794 | $4,036+68.3% | $4,416+53.9% | $4,299+58.0% |
| Admin fee / account holder | $3,803 | $6,959-45.3% | $8,291-54.1% | $6,940-45.2% |