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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 | $67,894-4.6% | $89,340-27.5% | $82,448-21.5% |
| Participation rate | 95.7% | 64.0%+31.7pp | 69.6%+26.1pp | 68.1%+27.6pp |
| Annual return | 21.22% | 19.21%+2.0pp | 20.57%+0.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $6,011 | $1,828+228.9% | $2,231+169.4% | $2,551+135.6% |
| Participant deferral / active EE | $6,435 | $3,072+109.4% | $3,823+68.3% | $4,139+55.4% |
| Admin fee / account holder | $1,020 | $5,723-82.2% | $6,704-84.8% | $7,234-85.9% |