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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 | $78,690-17.0% | $161,489-59.6% | $87,485-25.3% |
| Participation rate | 96.2% | 67.5%+28.8pp | 78.7%+17.5pp | 68.9%+27.3pp |
| Annual return | 19.10% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $3,411 | $2,588+31.8% | $4,268-20.1% | $2,596+31.4% |
| Participant deferral / active EE | $11,066 | $3,311+234.2% | $5,630+96.6% | $4,274+158.9% |
| Admin fee / account holder | $14,346 | $6,724+113.4% | $16,006-10.4% | $7,775+84.5% |