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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 | $70,829 | $54,757+29.4% | $90,304-21.6% | $72,975-2.9% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 21.98% | 30.63%-8.6pp | 78.13%-56.2pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,492 | $2,093+66.8% | $2,855+22.3% | $2,440+43.1% |
| Participant deferral / active EE | $4,296 | $2,887+48.8% | $3,885+10.6% | $3,608+19.1% |
| Admin fee / account holder | $609 | $3,973-84.7% | $5,354-88.6% | $5,124-88.1% |