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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 | $64,758 | $75,720-14.5% | $90,312-28.3% | $86,983-25.6% |
| Participation rate | 95.7% | 66.3%+29.4pp | 72.9%+22.8pp | 69.5%+26.2pp |
| Annual return | 21.22% | 18.55%+2.7pp | 18.90%+2.3pp | 25.83%-4.6pp |
| Employer contribution / active EE | $6,011 | $1,945+209.0% | $2,243+168.1% | $2,584+132.6% |
| Participant deferral / active EE | $6,435 | $3,001+114.4% | $3,749+71.6% | $4,194+53.4% |
| Admin fee / account holder | $1,020 | $6,201-83.6% | $8,248-87.6% | $7,856-87.0% |