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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 | $66,539 | $56,287+18.2% | $80,977-17.8% | $62,881+5.8% |
| Participation rate | 91.7% | 68.9%+22.7pp | 75.8%+15.9pp | 69.3%+22.4pp |
| Annual return | 8.23% | 22.13%-13.9pp | 17.11%-8.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,192 | $1,943+12.8% | $3,715-41.0% | $2,281-3.9% |
| Participant deferral / active EE | $5,965 | $4,196+42.2% | $5,696+4.7% | $3,203+86.2% |
| Admin fee / account holder | $811 | $3,742-78.3% | $5,517-85.3% | $4,296-81.1% |