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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 | $74,768 | $71,230+5.0% | $93,727-20.2% | $80,959-7.6% |
| Participation rate | 95.5% | 60.4%+35.1pp | 68.7%+26.8pp | 67.7%+27.9pp |
| Annual return | 12.00% | 11.26%+0.7pp | 133.83%-121.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,049 | $1,565+94.8% | $2,421+25.9% | $2,757+10.6% |
| Participant deferral / active EE | $7,061 | $4,037+74.9% | $4,417+59.9% | $4,300+64.2% |
| Admin fee / account holder | $6,976 | $6,961+0.2% | $8,292-15.9% | $6,925+0.7% |