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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 | $64,897 | $78,670-17.5% | $109,173-40.6% | $85,847-24.4% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 11.48% | 25.09%-13.6pp | 25.75%-14.3pp | 318.61%-307.1pp |
| Employer contribution / active EE | $2,201 | $2,734-19.5% | $3,723-40.9% | $2,565-14.2% |
| Participant deferral / active EE | $4,671 | $3,467+34.7% | $4,654+0.4% | $3,952+18.2% |
| Admin fee / account holder | $2,185 | $5,469-60.1% | $6,755-67.7% | $6,261-65.1% |