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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 | $70,894 | $48,364+46.6% | $71,796-1.3% | $62,881+12.7% |
| Participation rate | 84.6% | 60.6%+24.0pp | 69.1%+15.5pp | 69.3%+15.3pp |
| Annual return | 6.59% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,371 | $1,042+127.6% | $1,924+23.2% | $2,281+4.0% |
| Participant deferral / active EE | $4,484 | $2,091+114.4% | $2,794+60.5% | $3,203+40.0% |
| Admin fee / account holder | $3,391 | $3,771-10.1% | $4,815-29.6% | $4,296-21.1% |