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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 | $67,282 | $84,236-20.1% | $170,435-60.5% | $70,126-4.1% |
| Participation rate | 94.6% | 70.8%+23.7pp | 83.6%+11.0pp | 69.5%+25.0pp |
| Annual return | 18.93% | 23.06%-4.1pp | 205.94%-187.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,217 | $3,387-34.5% | $5,432-59.2% | $2,343-5.3% |
| Participant deferral / active EE | $4,286 | $3,086+38.9% | $4,939-13.2% | $3,332+28.6% |
| Admin fee / account holder | $5,326 | $5,698-6.5% | $13,881-61.6% | $4,645+14.6% |