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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 | $65,291 | $172,111-62.1% | $150,298-56.6% | $137,256-52.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 13.37% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,456 | $4,636-68.6% | $4,154-65.0% | $4,156-65.0% |
| Participant deferral / active EE | $5,954 | $6,166-3.4% | $5,453+9.2% | $6,407-7.1% |
| Admin fee / account holder | $19,100 | $16,471+16.0% | $14,116+35.3% | $12,270+55.7% |