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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 | $61,408 | $72,492-15.3% | $87,104-29.5% | $72,975-15.9% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.9pp | 69.5%+21.3pp |
| Annual return | 21.40% | 24.46%-3.1pp | 28.19%-6.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $5,109 | $1,894+169.8% | $2,521+102.6% | $2,440+109.4% |
| Participant deferral / active EE | $3,679 | $3,270+12.5% | $4,048-9.1% | $3,608+2.0% |
| Admin fee / account holder | $585 | $5,055-88.4% | $7,491-92.2% | $5,124-88.6% |