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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 | $70,567 | $48,078+46.8% | $78,676-10.3% | $62,881+12.2% |
| Participation rate | 86.2% | 65.2%+20.9pp | 73.6%+12.6pp | 69.3%+16.8pp |
| Annual return | 5.17% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,298 | $2,015+63.7% | $2,850+15.7% | $2,281+44.6% |
| Participant deferral / active EE | $4,619 | $2,587+78.5% | $3,517+31.3% | $3,203+44.2% |
| Admin fee / account holder | $809 | $3,206-74.8% | $4,510-82.1% | $4,296-81.2% |