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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 | $68,236 | $77,472-11.9% | $100,415-32.0% | $80,959-15.7% |
| Participation rate | 91.1% | 76.9%+14.2pp | 81.5%+9.6pp | 67.7%+23.4pp |
| Annual return | 15.08% | 37.26%-22.2pp | 49.47%-34.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,975 | $2,800+77.7% | $3,943+26.2% | $2,757+80.4% |
| Participant deferral / active EE | $8,109 | $6,818+18.9% | $8,091+0.2% | $4,300+88.6% |
| Admin fee / account holder | $2,099 | $5,885-64.3% | $7,906-73.5% | $6,925-69.7% |