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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 | $78,313 | $60,349+29.8% | $74,184+5.6% | $62,881+24.5% |
| Participation rate | 98.7% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 6.00% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,910 | $1,680+13.7% | $2,370-19.4% | $2,281-16.2% |
| Participant deferral / active EE | $5,639 | $2,856+97.4% | $3,550+58.9% | $3,203+76.1% |
| Admin fee / account holder | $13,443 | $4,261+215.5% | $5,586+140.7% | $4,296+212.9% |