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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 | $65,189 | $94,031-30.7% | $115,768-43.7% | $82,448-20.9% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.4%+21.8pp | 68.1%+28.1pp |
| Annual return | 16.01% | 20.61%-4.6pp | 100.46%-84.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,061 | $2,323-11.3% | $2,940-29.9% | $2,551-19.2% |
| Participant deferral / active EE | $5,873 | $3,972+47.9% | $4,917+19.4% | $4,139+41.9% |
| Admin fee / account holder | $3,970 | $10,249-61.3% | $12,439-68.1% | $7,234-45.1% |