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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 | $70,143 | $76,834-8.7% | $108,359-35.3% | $87,485-19.8% |
| Participation rate | 96.8% | 61.7%+35.0pp | 70.1%+26.7pp | 68.9%+27.8pp |
| Annual return | 16.27% | 19.09%-2.8pp | 36.89%-20.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $5,586 | $1,556+258.9% | $2,399+132.8% | $2,596+115.2% |
| Participant deferral / active EE | $4,164 | $3,100+34.3% | $4,137+0.6% | $4,274-2.6% |
| Admin fee / account holder | $1,638 | $6,537-74.9% | $9,741-83.2% | $7,775-78.9% |