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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 | $64,829 | $138,385-53.2% | $184,200-64.8% | $80,874-19.8% |
| Participation rate | 80.4% | 83.9%-3.5pp | 86.8%-6.4pp | 67.6%+12.8pp |
| Annual return | 28.11% | 20.02%+8.1pp | 28.80%-0.7pp | 35.62%-7.5pp |
| Employer contribution / active EE | $6,385 | $4,849+31.7% | $6,424-0.6% | $2,756+131.7% |
| Participant deferral / active EE | $10,153 | $7,073+43.6% | $9,132+11.2% | $4,297+136.3% |
| Admin fee / account holder | $1,828 | $10,483-82.6% | $13,907-86.9% | $6,935-73.6% |