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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 | $66,366 | $95,453-30.5% | $112,040-40.8% | $82,448-19.5% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.5%+4.1pp | 68.1%+12.5pp |
| Annual return | 20.89% | 23.92%-3.0pp | 24.52%-3.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $5,817 | $2,318+151.0% | $2,954+96.9% | $2,551+128.0% |
| Participant deferral / active EE | $3,126 | $4,224-26.0% | $5,098-38.7% | $4,139-24.5% |
| Admin fee / account holder | $2,930 | $9,013-67.5% | $12,098-75.8% | $7,234-59.5% |