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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 | $70,286 | $106,524-34.0% | $152,301-53.9% | $87,485-19.7% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.4%+5.9pp | 68.9%+19.4pp |
| Annual return | 21.94% | 26.89%-5.0pp | 80.50%-58.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $4,301 | $3,371+27.6% | $4,624-7.0% | $2,596+65.7% |
| Participant deferral / active EE | $9,316 | $6,525+42.8% | $8,004+16.4% | $4,274+118.0% |
| Admin fee / account holder | $2,118 | $8,287-74.4% | $14,398-85.3% | $7,775-72.8% |