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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 | $54,865 | $80,992-32.3% | $96,534-43.2% | $75,173-27.0% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 14.53% | 27.05%-12.5pp | 25.88%-11.4pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,993 | $2,283-12.7% | $2,965-32.8% | $2,671-25.4% |
| Participant deferral / active EE | $7,019 | $3,929+78.6% | $4,851+44.7% | $4,126+70.1% |
| Admin fee / account holder | $13,886 | $6,717+106.7% | $8,253+68.3% | $5,651+145.8% |