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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 | $106,524-39.2% | $152,301-57.5% | $87,485-26.0% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.4%+15.3pp | 68.9%+28.8pp |
| Annual return | 17.88% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $3,240 | $3,371-3.9% | $4,624-29.9% | $2,596+24.8% |
| Participant deferral / active EE | $10,377 | $6,525+59.0% | $8,004+29.7% | $4,274+142.8% |
| Admin fee / account holder | $4,408 | $8,287-46.8% | $14,398-69.4% | $7,775-43.3% |