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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 | $97,648-33.2% | $121,663-46.4% | $87,485-25.5% |
| Participation rate | 96.2% | 70.5%+25.7pp | 74.5%+21.7pp | 68.9%+27.3pp |
| Annual return | 16.01% | 18.03%-2.0pp | 147.54%-131.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,061 | $2,300-10.4% | $3,020-31.8% | $2,596-20.6% |
| Participant deferral / active EE | $5,873 | $3,923+49.7% | $4,887+20.2% | $4,274+37.4% |
| Admin fee / account holder | $3,970 | $11,100-64.2% | $14,289-72.2% | $7,775-48.9% |