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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 | $76,931 | $77,896-1.2% | $134,172-42.7% | $82,448-6.7% |
| Participation rate | 97.3% | 62.8%+34.5pp | 72.5%+24.9pp | 68.1%+29.3pp |
| Annual return | 18.47% | 18.21%+0.3pp | 25.30%-6.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,066 | $2,159+134.6% | $3,420+48.1% | $2,551+98.6% |
| Participant deferral / active EE | $3,698 | $3,162+16.9% | $4,690-21.2% | $4,139-10.7% |
| Admin fee / account holder | $4,491 | $6,336-29.1% | $12,016-62.6% | $7,234-37.9% |