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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 | $63,988 | $101,798-37.1% | $165,071-61.2% | $80,935-20.9% |
| Participation rate | 86.1% | 71.8%+14.3pp | 78.6%+7.5pp | 67.7%+18.4pp |
| Annual return | 38.11% | 16.73%+21.4pp | 70.17%-32.1pp | 35.66%+2.5pp |
| Employer contribution / active EE | $3,002 | $2,954+1.6% | $4,347-30.9% | $2,757+8.9% |
| Participant deferral / active EE | $5,368 | $4,476+19.9% | $6,035-11.1% | $4,299+24.8% |
| Admin fee / account holder | $1,466 | $8,221-82.2% | $12,695-88.5% | $6,924-78.8% |