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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 | $76,981 | $71,197+8.1% | $93,669-17.8% | $80,925-4.9% |
| Participation rate | 91.8% | 60.4%+31.4pp | 68.7%+23.1pp | 67.7%+24.2pp |
| Annual return | 26.41% | 11.27%+15.1pp | 133.59%-107.2pp | 35.65%-9.2pp |
| Employer contribution / active EE | $3,171 | $1,565+102.7% | $2,424+30.8% | $2,756+15.0% |
| Participant deferral / active EE | $4,389 | $4,036+8.8% | $4,416-0.6% | $4,299+2.1% |
| Admin fee / account holder | $2,341 | $6,959-66.4% | $8,291-71.8% | $6,940-66.3% |