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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 | $70,986 | $49,249+44.1% | $70,476+0.7% | $79,852-11.1% |
| Participation rate | 90.9% | 69.2%+21.7pp | 75.1%+15.8pp | 69.6%+21.3pp |
| Annual return | 12.06% | 30.09%-18.0pp | 109.12%-97.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $2,159 | $2,100+2.8% | $2,738-21.1% | $2,471-12.6% |
| Participant deferral / active EE | $2,159 | $2,769-22.0% | $3,710-41.8% | $3,740-42.3% |
| Admin fee / account holder | $1,903 | $2,878-33.9% | $3,847-50.5% | $5,306-64.1% |