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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 | $70,124 | $70,486-0.5% | $100,535-30.2% | $79,856-12.2% |
| Participation rate | 93.5% | 73.6%+19.9pp | 79.4%+14.1pp | 69.6%+23.9pp |
| Annual return | 47.53% | 21.90%+25.6pp | 30.90%+16.6pp | 31.71%+15.8pp |
| Employer contribution / active EE | $2,097 | $2,165-3.1% | $3,419-38.7% | $2,471-15.2% |
| Participant deferral / active EE | $5,554 | $5,182+7.2% | $6,271-11.4% | $3,741+48.5% |
| Admin fee / account holder | $3,246 | $4,480-27.5% | $8,085-59.9% | $5,306-38.8% |