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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 | $65,279 | $106,864-38.9% | $147,318-55.7% | $82,637-21.0% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.1%+15.9pp | 68.1%+29.9pp |
| Annual return | 16.07% | 27.49%-11.4pp | 70.43%-54.4pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,220 | $3,417-35.0% | $4,593-51.7% | $2,552-13.0% |
| Participant deferral / active EE | $5,262 | $6,496-19.0% | $7,906-33.4% | $4,126+27.5% |
| Admin fee / account holder | $8,708 | $8,415+3.5% | $13,708-36.5% | $7,339+18.7% |