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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 | $45,619 | $45,043+1.3% | $63,005-27.6% | $70,124-34.9% |
| Participation rate | 88.6% | 69.5%+19.1pp | 74.8%+13.8pp | 69.5%+19.1pp |
| Annual return | 19.26% | 18.76%+0.5pp | 87.59%-68.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,146 | $2,052+150.8% | $2,760+86.5% | $2,342+119.7% |
| Participant deferral / active EE | $5,493 | $2,466+122.8% | $3,329+65.0% | $3,332+64.9% |
| Admin fee / account holder | $521 | $2,833-81.6% | $3,599-85.5% | $4,645-88.8% |