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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 | $76,293 | $60,165+26.8% | $74,184+2.8% | $55,167+38.3% |
| Participation rate | 95.1% | 74.2%+20.9pp | 76.6%+18.5pp | 69.0%+26.1pp |
| Annual return | 6.22% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,890 | $1,600+80.7% | $2,370+21.9% | $1,963+47.3% |
| Participant deferral / active EE | $3,293 | $2,973+10.8% | $3,550-7.2% | $3,054+7.8% |
| Admin fee / account holder | $3,396 | $419+710.0% | $5,586-39.2% | $504+574.0% |