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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 | $93,524 | $54,763+70.8% | $90,324+3.5% | $72,976+28.2% |
| Participation rate | 97.6% | 65.2%+32.5pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 23.43% | 30.63%-7.2pp | 78.15%-54.7pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,966 | $2,093-6.1% | $2,856-31.2% | $2,440-19.4% |
| Participant deferral / active EE | $7,142 | $2,887+147.4% | $3,885+83.8% | $3,608+98.0% |
| Admin fee / account holder | $1,787 | $3,973-55.0% | $5,356-66.6% | $5,124-65.1% |