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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 | $77,460-11.9% | $100,378-32.0% | $80,925-15.7% |
| Participation rate | 91.1% | 76.9%+14.2pp | 81.5%+9.6pp | 67.7%+23.5pp |
| Annual return | 15.08% | 37.24%-22.2pp | 49.41%-34.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,975 | $2,801+77.6% | $3,942+26.2% | $2,756+80.5% |
| Participant deferral / active EE | $8,109 | $6,818+18.9% | $8,087+0.3% | $4,299+88.6% |
| Admin fee / account holder | $2,099 | $5,887-64.4% | $7,899-73.4% | $6,940-69.8% |