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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 | $60,507 | $76,407-20.8% | $150,298-59.7% | $82,448-26.6% |
| Participation rate | 92.7% | 66.4%+26.3pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 38.87% | 39.99%-1.1pp | 62.79%-23.9pp | 41.64%-2.8pp |
| Employer contribution / active EE | $2,434 | $2,614-6.9% | $4,154-41.4% | $2,551-4.6% |
| Participant deferral / active EE | $5,213 | $3,214+62.2% | $5,453-4.4% | $4,139+25.9% |
| Admin fee / account holder | $3,646 | $6,352-42.6% | $14,116-74.2% | $7,234-49.6% |