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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 | $66,008 | $76,371-13.6% | $93,621-29.5% | $72,975-9.5% |
| Participation rate | 97.2% | 71.8%+25.4pp | 75.8%+21.3pp | 69.5%+27.7pp |
| Annual return | 25.58% | 25.82%-0.2pp | 32.76%-7.2pp | 81.01%-55.4pp |
| Employer contribution / active EE | $4,077 | $2,276+79.1% | $2,719+50.0% | $2,440+67.1% |
| Participant deferral / active EE | $5,853 | $3,538+65.4% | $4,070+43.8% | $3,608+62.2% |
| Admin fee / account holder | $4,978 | $6,839-27.2% | $7,890-36.9% | $5,124-2.9% |