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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 | $68,748 | $91,559-24.9% | $133,978-48.7% | $79,856-13.9% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 15.29% | 61.85%-46.6pp | 45.10%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,482 | $2,384+46.1% | $3,919-11.1% | $2,471+40.9% |
| Participant deferral / active EE | $3,171 | $3,734-15.1% | $5,047-37.2% | $3,741-15.2% |
| Admin fee / account holder | $3,923 | $6,321-37.9% | $8,930-56.1% | $5,306-26.1% |