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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 | $91,225 | $73,978+23.3% | $96,515-5.5% | $75,173+21.4% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 15.74% | 26.72%-11.0pp | 35.73%-20.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $5,165 | $2,931+76.2% | $3,740+38.1% | $2,671+93.4% |
| Participant deferral / active EE | $7,492 | $3,660+104.7% | $4,880+53.5% | $4,126+81.6% |
| Admin fee / account holder | $4,869 | $5,219-6.7% | $6,735-27.7% | $5,651-13.8% |