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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 | $84,228 | $60,349+39.6% | $74,184+13.5% | $62,881+33.9% |
| Participation rate | 79.3% | 72.7%+6.6pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 6.32% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,921 | $1,680+252.4% | $2,370+149.8% | $2,281+159.6% |
| Participant deferral / active EE | $4,007 | $2,856+40.3% | $3,550+12.9% | $3,203+25.1% |
| Admin fee / account holder | $816 | $4,261-80.9% | $5,586-85.4% | $4,296-81.0% |