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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 | $78,690-23.1% | $161,489-62.5% | $87,485-30.8% |
| Participation rate | 92.7% | 67.5%+25.2pp | 78.7%+14.0pp | 68.9%+23.8pp |
| Annual return | 38.87% | 32.74%+6.1pp | 89.72%-50.9pp | 26.06%+12.8pp |
| Employer contribution / active EE | $2,434 | $2,588-6.0% | $4,268-43.0% | $2,596-6.3% |
| Participant deferral / active EE | $5,213 | $3,311+57.5% | $5,630-7.4% | $4,274+22.0% |
| Admin fee / account holder | $3,646 | $6,724-45.8% | $16,006-77.2% | $7,775-53.1% |