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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 | $64,230 | $78,428-18.1% | $95,960-33.1% | $79,852-19.6% |
| Participation rate | 95.0% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.4pp |
| Annual return | 29.12% | 19.37%+9.7pp | 91.63%-62.5pp | 31.72%-2.6pp |
| Employer contribution / active EE | $1,443 | $1,945-25.8% | $2,541-43.2% | $2,471-41.6% |
| Participant deferral / active EE | $3,117 | $3,440-9.4% | $4,167-25.2% | $3,740-16.7% |
| Admin fee / account holder | $2,011 | $5,622-64.2% | $6,797-70.4% | $5,306-62.1% |