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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 | $64,767 | $106,749-39.3% | $145,433-55.5% | $82,448-21.4% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.7pp |
| Annual return | 17.88% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,240 | $3,444-5.9% | $4,554-28.9% | $2,551+27.0% |
| Participant deferral / active EE | $10,377 | $6,519+59.2% | $7,897+31.4% | $4,139+150.7% |
| Admin fee / account holder | $4,408 | $8,390-47.5% | $13,129-66.4% | $7,234-39.1% |