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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 | $69,273-6.5% | $90,796-28.7% | $82,637-21.6% |
| Participation rate | 95.7% | 64.0%+31.7pp | 69.5%+26.2pp | 68.1%+27.7pp |
| Annual return | 21.22% | 18.37%+2.8pp | 19.29%+1.9pp | 53.51%-32.3pp |
| Employer contribution / active EE | $6,011 | $1,865+222.3% | $2,294+162.1% | $2,552+135.5% |
| Participant deferral / active EE | $6,435 | $3,047+111.1% | $3,822+68.4% | $4,126+55.9% |
| Admin fee / account holder | $1,020 | $5,511-81.5% | $7,024-85.5% | $7,339-86.1% |