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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 | $70,944 | $97,648-27.3% | $121,663-41.7% | $87,485-18.9% |
| Participation rate | 90.5% | 70.5%+20.1pp | 74.5%+16.1pp | 68.9%+21.6pp |
| Annual return | 18.75% | 18.03%+0.7pp | 147.54%-128.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,050 | $2,300-10.9% | $3,020-32.1% | $2,596-21.1% |
| Participant deferral / active EE | $5,160 | $3,923+31.5% | $4,887+5.6% | $4,274+20.8% |
| Admin fee / account holder | $1,755 | $11,100-84.2% | $14,289-87.7% | $7,775-77.4% |