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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 | $66,444 | $61,214+8.5% | $83,327-20.3% | $56,289+18.0% |
| Participation rate | 86.4% | 72.6%+13.8pp | 77.8%+8.6pp | 69.9%+16.6pp |
| Annual return | 23.27% | 0.42%+22.9pp | 10.64%+12.6pp | -9.96%+33.2pp |
| Employer contribution / active EE | $5,239 | $1,925+172.1% | $3,379+55.0% | $2,111+148.1% |
| Participant deferral / active EE | $6,871 | $5,091+35.0% | $5,565+23.5% | $3,350+105.1% |
| Admin fee / account holder | $2,362 | $512+361.8% | $7,540-68.7% | $521+353.5% |