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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 | $64,195 | $79,955-19.7% | $98,461-34.8% | $75,173-14.6% |
| Participation rate | 90.6% | 70.4%+20.3pp | 75.2%+15.5pp | 67.2%+23.4pp |
| Annual return | 13.25% | 19.75%-6.5pp | 21.17%-7.9pp | 160.72%-147.5pp |
| Employer contribution / active EE | $1,932 | $2,264-14.7% | $3,049-36.6% | $2,671-27.7% |
| Participant deferral / active EE | $6,479 | $3,752+72.7% | $4,738+36.7% | $4,126+57.0% |
| Admin fee / account holder | $15,572 | $6,841+127.6% | $8,961+73.8% | $5,651+175.6% |