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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 | $75,5410% | $152,093-50.3% | $82,637-8.6% |
| Participation rate | 94.7% | 66.5%+28.2pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 15.59% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $5,659 | $2,622+115.8% | $4,175+35.6% | $2,552+121.7% |
| Participant deferral / active EE | $5,243 | $3,206+63.6% | $5,451-3.8% | $4,126+27.1% |
| Admin fee / account holder | $6,645 | $6,405+3.8% | $14,497-54.2% | $7,339-9.5% |