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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 | $67,466 | $77,814-13.3% | $158,223-57.4% | $86,983-22.4% |
| Participation rate | 88.0% | 68.4%+19.6pp | 79.2%+8.8pp | 69.5%+18.5pp |
| Annual return | 18.19% | 30.54%-12.4pp | 52.09%-33.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $5,075 | $2,592+95.8% | $4,109+23.5% | $2,584+96.4% |
| Participant deferral / active EE | $4,924 | $3,270+50.6% | $5,467-9.9% | $4,194+17.4% |
| Admin fee / account holder | $6,520 | $5,879+10.9% | $16,047-59.4% | $7,856-17.0% |