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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 | $71,282 | $48,078+48.3% | $78,676-9.4% | $62,881+13.4% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 6.38% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,230 | $2,015+10.7% | $2,850-21.8% | $2,281-2.2% |
| Participant deferral / active EE | $5,065 | $2,587+95.8% | $3,517+44.0% | $3,203+58.1% |
| Admin fee / account holder | $5,900 | $3,206+84.0% | $4,510+30.8% | $4,296+37.3% |