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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 | $65,188 | $101,763-35.9% | $164,866-60.5% | $80,874-19.4% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.0pp | 67.6%+22.0pp |
| Annual return | 16.84% | 16.73%+0.1pp | 69.97%-53.1pp | 35.62%-18.8pp |
| Employer contribution / active EE | $2,841 | $2,954-3.8% | $4,343-34.6% | $2,756+3.1% |
| Participant deferral / active EE | $7,307 | $4,477+63.2% | $6,033+21.1% | $4,297+70.1% |
| Admin fee / account holder | $3,792 | $8,228-53.9% | $12,689-70.1% | $6,935-45.3% |