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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 | $67,071 | $124,425-46.1% | $112,040-40.1% | $137,256-51.1% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 15.73% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,025 | $3,411-11.3% | $2,954+2.4% | $4,156-27.2% |
| Participant deferral / active EE | $5,700 | $5,718-0.3% | $5,098+11.8% | $6,407-11.0% |
| Admin fee / account holder | $3,395 | $15,207-77.7% | $12,098-71.9% | $12,270-72.3% |