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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 | $66,648 | $70,486-5.4% | $100,535-33.7% | $79,856-16.5% |
| Participation rate | 92.3% | 73.6%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 20.80% | 21.90%-1.1pp | 30.90%-10.1pp | 31.71%-10.9pp |
| Employer contribution / active EE | $9,488 | $2,165+338.4% | $3,419+177.5% | $2,471+284.0% |
| Participant deferral / active EE | $6,869 | $5,182+32.6% | $6,271+9.5% | $3,741+83.6% |
| Admin fee / account holder | $1,907 | $4,480-57.4% | $8,085-76.4% | $5,306-64.1% |