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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 | $74,655 | $72,177+3.4% | $115,038-35.1% | $59,633+25.2% |
| Participation rate | 89.7% | 72.6%+17.1pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | 4.29% | 12.02%-7.7pp | 26.14%-21.9pp | 2041.45%-2037.2pp |
| Employer contribution / active EE | $3,201 | $2,841+12.7% | $4,608-30.5% | $2,203+45.3% |
| Participant deferral / active EE | $6,160 | $4,783+28.8% | $6,026+2.2% | $3,192+93.0% |
| Admin fee / account holder | $351 | $4,927-92.9% | $8,175-95.7% | $4,297-91.8% |