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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 | $56,524 | $59,804-5.5% | $81,982-31.1% | $79,856-29.2% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.3%+22.8pp | 69.6%+22.5pp |
| Annual return | 22.76% | 17.56%+5.2pp | 41.31%-18.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $4,095 | $1,713+139.0% | $2,498+63.9% | $2,471+65.7% |
| Participant deferral / active EE | $2,939 | $2,695+9.1% | $3,722-21.0% | $3,741-21.4% |
| Admin fee / account holder | $1,864 | $4,288-56.5% | $5,665-67.1% | $5,306-64.9% |