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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 | $63,481 | $101,752-37.6% | $164,928-61.5% | $80,911-21.5% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 23.10% | 16.73%+6.4pp | 70.08%-47.0pp | 35.63%-12.5pp |
| Employer contribution / active EE | $4,055 | $2,953+37.3% | $4,343-6.6% | $2,756+47.1% |
| Participant deferral / active EE | $4,381 | $4,477-2.1% | $6,034-27.4% | $4,297+1.9% |
| Admin fee / account holder | $2,063 | $8,218-74.9% | $12,684-83.7% | $6,935-70.3% |