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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 | $62,445 | $97,648-36.1% | $121,663-48.7% | $87,485-28.6% |
| Participation rate | 87.5% | 70.5%+17.0pp | 74.5%+13.0pp | 68.9%+18.6pp |
| Annual return | 18.52% | 18.03%+0.5pp | 147.54%-129.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,676 | $2,300+16.3% | $3,020-11.4% | $2,596+3.1% |
| Participant deferral / active EE | $4,543 | $3,923+15.8% | $4,887-7.0% | $4,274+6.3% |
| Admin fee / account holder | $4,042 | $11,100-63.6% | $14,289-71.7% | $7,775-48.0% |