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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 | $101,795-36.0% | $165,100-60.5% | $80,959-19.5% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.0pp | 67.7%+22.0pp |
| Annual return | 16.84% | 16.73%+0.1pp | 70.21%-53.4pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,841 | $2,954-3.8% | $4,348-34.7% | $2,757+3.0% |
| Participant deferral / active EE | $7,307 | $4,476+63.3% | $6,035+21.1% | $4,300+69.9% |
| Admin fee / account holder | $3,792 | $8,221-53.9% | $12,696-70.1% | $6,925-45.3% |