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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 | $68,941 | $83,485-17.4% | $125,195-44.9% | $72,976-5.5% |
| Participation rate | 82.4% | 73.3%+9.1pp | 79.8%+2.6pp | 69.5%+12.9pp |
| Annual return | 19.91% | 25.77%-5.9pp | 43.79%-23.9pp | 81.02%-61.1pp |
| Employer contribution / active EE | $4,309 | $2,346+83.7% | $3,866+11.5% | $2,440+76.6% |
| Participant deferral / active EE | $5,267 | $3,586+46.9% | $4,937+6.7% | $3,608+46.0% |
| Admin fee / account holder | $3,914 | $5,518-29.1% | $9,704-59.7% | $5,124-23.6% |