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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 | $75,562 | $76,407-1.1% | $150,298-49.7% | $82,448-8.4% |
| Participation rate | 94.7% | 66.4%+28.3pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 15.59% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,659 | $2,614+116.5% | $4,154+36.2% | $2,551+121.8% |
| Participant deferral / active EE | $5,243 | $3,214+63.1% | $5,453-3.8% | $4,139+26.7% |
| Admin fee / account holder | $6,645 | $6,352+4.6% | $14,116-52.9% | $7,234-8.1% |