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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 | $61,796 | $76,551-19.3% | $123,894-50.1% | $62,881-1.7% |
| Participation rate | 93.0% | 73.0%+20.0pp | 81.4%+11.6pp | 69.3%+23.7pp |
| Annual return | 8.18% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,494 | $2,882+90.6% | $4,617+19.0% | $2,281+140.9% |
| Participant deferral / active EE | $5,712 | $4,840+18.0% | $5,984-4.5% | $3,203+78.3% |
| Admin fee / account holder | $761 | $4,826-84.2% | $8,357-90.9% | $4,296-82.3% |