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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 | $74,785 | $56,287+32.9% | $80,977-7.6% | $62,881+18.9% |
| Participation rate | 89.3% | 68.9%+20.3pp | 75.8%+13.5pp | 69.3%+20.0pp |
| Annual return | 7.00% | 22.13%-15.1pp | 17.11%-10.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $5,357 | $1,943+175.7% | $3,715+44.2% | $2,281+134.9% |
| Participant deferral / active EE | $2,653 | $4,196-36.8% | $5,696-53.4% | $3,203-17.2% |
| Admin fee / account holder | $1,697 | $3,742-54.7% | $5,517-69.2% | $4,296-60.5% |