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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 | $62,696 | $73,978-15.3% | $96,515-35.0% | $75,173-16.6% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 21.45% | 26.72%-5.3pp | 35.73%-14.3pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,250 | $2,931-23.2% | $3,740-39.8% | $2,671-15.8% |
| Participant deferral / active EE | $6,435 | $3,660+75.8% | $4,880+31.9% | $4,126+55.9% |
| Admin fee / account holder | $8,738 | $5,219+67.4% | $6,735+29.7% | $5,651+54.6% |