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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 | $65,322 | $76,407-14.5% | $150,298-56.5% | $82,448-20.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 19.10% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,411 | $2,614+30.5% | $4,154-17.9% | $2,551+33.7% |
| Participant deferral / active EE | $11,066 | $3,214+244.3% | $5,453+102.9% | $4,139+167.3% |
| Admin fee / account holder | $14,346 | $6,352+125.8% | $14,116+1.6% | $7,234+98.3% |