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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 | $62,568 | $79,961-21.8% | $98,462-36.5% | $75,177-16.8% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.2%+7.0pp | 67.2%+15.0pp |
| Annual return | 18.28% | 19.75%-1.5pp | 21.17%-2.9pp | 160.75%-142.5pp |
| Employer contribution / active EE | $3,797 | $2,264+67.7% | $3,049+24.5% | $2,671+42.2% |
| Participant deferral / active EE | $7,413 | $3,753+97.5% | $4,738+56.4% | $4,126+79.6% |
| Admin fee / account holder | $5,649 | $6,842-17.4% | $8,875-36.3% | $5,6510% |