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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 | $62,146 | $59,839+3.9% | $81,991-24.2% | $79,852-22.2% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.3%+11.4pp | 69.6%+11.0pp |
| Annual return | 15.78% | 17.56%-1.8pp | 41.31%-25.5pp | 31.72%-15.9pp |
| Employer contribution / active EE | $4,361 | $1,713+154.5% | $2,498+74.6% | $2,471+76.5% |
| Participant deferral / active EE | $4,826 | $2,695+79.1% | $3,722+29.7% | $3,740+29.0% |
| Admin fee / account holder | $730 | $4,287-83.0% | $5,665-87.1% | $5,306-86.3% |