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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 | $71,877 | $54,763+31.3% | $90,324-20.4% | $72,976-1.5% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.3%+21.0pp | 69.5%+24.8pp |
| Annual return | 17.19% | 30.63%-13.4pp | 78.15%-61.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $4,129 | $2,093+97.3% | $2,856+44.6% | $2,440+69.2% |
| Participant deferral / active EE | $4,403 | $2,887+52.5% | $3,885+13.3% | $3,608+22.0% |
| Admin fee / account holder | $3,026 | $3,973-23.8% | $5,356-43.5% | $5,124-40.9% |