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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 | $70,157 | $72,492-3.2% | $87,104-19.5% | $72,975-3.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 17.95% | 24.46%-6.5pp | 28.19%-10.2pp | 81.01%-63.1pp |
| Employer contribution / active EE | $3,155 | $1,894+66.6% | $2,521+25.1% | $2,440+29.3% |
| Participant deferral / active EE | $6,989 | $3,270+113.8% | $4,048+72.6% | $3,608+93.7% |
| Admin fee / account holder | $4,135 | $5,055-18.2% | $7,491-44.8% | $5,124-19.3% |