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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 | $59,179 | $72,492-18.4% | $87,104-32.1% | $72,975-18.9% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 25.38% | 24.46%+0.9pp | 28.19%-2.8pp | 81.01%-55.6pp |
| Employer contribution / active EE | $4,425 | $1,894+133.7% | $2,521+75.5% | $2,440+81.4% |
| Participant deferral / active EE | $3,143 | $3,270-3.9% | $4,048-22.4% | $3,608-12.9% |
| Admin fee / account holder | $1,465 | $5,055-71.0% | $7,491-80.4% | $5,124-71.4% |