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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 | $72,484 | $101,795-28.8% | $165,100-56.1% | $80,959-10.5% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.7%+29.1pp |
| Annual return | 12.35% | 16.73%-4.4pp | 70.21%-57.9pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,967 | $2,954+0.5% | $4,348-31.8% | $2,757+7.6% |
| Participant deferral / active EE | $7,851 | $4,476+75.4% | $6,035+30.1% | $4,300+82.6% |
| Admin fee / account holder | $4,438 | $8,221-46.0% | $12,696-65.0% | $6,925-35.9% |