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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 | $55,921 | $76,551-26.9% | $123,894-54.9% | $62,881-11.1% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 18.46% | 18.68%-0.2pp | 47.52%-29.1pp | 20.14%-1.7pp |
| Employer contribution / active EE | $5,078 | $2,882+76.2% | $4,617+10.0% | $2,281+122.6% |
| Participant deferral / active EE | $6,594 | $4,840+36.2% | $5,984+10.2% | $3,203+105.9% |
| Admin fee / account holder | $758 | $4,826-84.3% | $8,357-90.9% | $4,296-82.4% |