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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 | $57,104 | $40,275+41.8% | $57,356-0.4% | $59,633-4.2% |
| Participation rate | 98.2% | 69.1%+29.1pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 2.83% | 27.52%-24.7pp | 24.41%-21.6pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $2,496 | $1,921+29.9% | $2,689-7.2% | $2,203+13.3% |
| Participant deferral / active EE | $4,267 | $2,400+77.8% | $3,162+35.0% | $3,192+33.7% |
| Admin fee / account holder | $4,635 | $2,820+64.3% | $3,357+38.1% | $4,297+7.9% |