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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 | $63,734 | $77,472-17.7% | $100,415-36.5% | $80,959-21.3% |
| Participation rate | 91.4% | 76.9%+14.4pp | 81.5%+9.9pp | 67.7%+23.7pp |
| Annual return | 19.49% | 37.26%-17.8pp | 49.47%-30.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $5,042 | $2,800+80.1% | $3,943+27.9% | $2,757+82.9% |
| Participant deferral / active EE | $10,619 | $6,818+55.8% | $8,091+31.2% | $4,300+146.9% |
| Admin fee / account holder | $2,411 | $5,885-59.0% | $7,906-69.5% | $6,925-65.2% |