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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 | $79,113 | $48,078+64.6% | $78,676+0.6% | $62,881+25.8% |
| Participation rate | 91.5% | 65.2%+26.3pp | 73.6%+17.9pp | 69.3%+22.2pp |
| Annual return | 7.23% | 31.36%-24.1pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,477 | $2,015+171.9% | $2,850+92.2% | $2,281+140.1% |
| Participant deferral / active EE | $3,670 | $2,587+41.9% | $3,517+4.4% | $3,203+14.6% |
| Admin fee / account holder | $3,260 | $3,206+1.7% | $4,510-27.7% | $4,296-24.1% |