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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 | $86,050-29.7% | $189,758-68.1% | $94,015-35.6% |
| Participation rate | 92.7% | 68.9%+23.8pp | 79.8%+12.9pp | 70.8%+21.9pp |
| Annual return | 38.87% | 17.77%+21.1pp | 52.62%-13.8pp | 17.84%+21.0pp |
| Employer contribution / active EE | $2,434 | $2,819-13.7% | $4,767-48.9% | $2,790-12.8% |
| Participant deferral / active EE | $5,213 | $3,349+55.7% | $5,856-11.0% | $4,249+22.7% |
| Admin fee / account holder | $3,646 | $6,627-45.0% | $20,388-82.1% | $8,951-59.3% |