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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 | $66,345 | $93,617-29.1% | $135,982-51.2% | $75,177-11.7% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 15.74% | 30.89%-15.1pp | 68.32%-52.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,794 | $3,538-21.0% | $4,859-42.5% | $2,671+4.6% |
| Participant deferral / active EE | $6,536 | $6,406+2.0% | $7,760-15.8% | $4,126+58.4% |
| Admin fee / account holder | $1,075 | $6,980-84.6% | $10,767-90.0% | $5,651-81.0% |