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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 | $66,181 | $199,109-66.8% | $173,730-61.9% | $154,746-57.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.6%+14.9pp | 80.7%+13.7pp |
| Annual return | 13.80% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,823 | $5,311-9.2% | $4,577+5.4% | $4,379+10.1% |
| Participant deferral / active EE | $4,523 | $7,113-36.4% | $6,326-28.5% | $6,730-32.8% |
| Admin fee / account holder | $54,829 | $20,916+162.1% | $17,523+212.9% | $14,365+281.7% |