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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 | $64,199 | $69,590-7.7% | $136,867-53.1% | $94,015-31.7% |
| Participation rate | 88.9% | 66.3%+22.6pp | 74.5%+14.3pp | 70.8%+18.1pp |
| Annual return | 20.92% | 19.62%+1.3pp | 42.97%-22.0pp | 17.84%+3.1pp |
| Employer contribution / active EE | $4,531 | $2,396+89.1% | $3,547+27.8% | $2,790+62.4% |
| Participant deferral / active EE | $5,982 | $3,437+74.1% | $4,924+21.5% | $4,249+40.8% |
| Admin fee / account holder | $2,400 | $8,912-73.1% | $10,340-76.8% | $8,951-73.2% |