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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 | $74,369 | $78,520-5.3% | $96,576-23.0% | $82,448-9.8% |
| Participation rate | 91.1% | 77.7%+13.4pp | 81.4%+9.7pp | 68.1%+23.0pp |
| Annual return | 18.73% | 41.30%-22.6pp | 38.47%-19.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,965 | $2,630+50.8% | $3,553+11.6% | $2,551+55.4% |
| Participant deferral / active EE | $11,189 | $6,754+65.7% | $7,956+40.6% | $4,139+170.3% |
| Admin fee / account holder | $2,930 | $13,455-78.2% | $11,381-74.3% | $7,234-59.5% |