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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 | $64,920-1.1% | $103,693-38.1% | $86,983-26.2% |
| Participation rate | 88.9% | 63.6%+25.3pp | 72.6%+16.2pp | 69.5%+19.3pp |
| Annual return | 20.92% | 30.29%-9.4pp | 47.61%-26.7pp | 25.83%-4.9pp |
| Employer contribution / active EE | $4,531 | $2,141+111.6% | $2,920+55.2% | $2,584+75.3% |
| Participant deferral / active EE | $5,982 | $3,241+84.6% | $4,579+30.6% | $4,194+42.6% |
| Admin fee / account holder | $2,400 | $6,191-61.2% | $7,858-69.5% | $7,856-69.4% |