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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 | $73,064 | $80,985-9.8% | $96,576-24.3% | $75,181-2.8% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.6pp |
| Annual return | 22.02% | 27.05%-5.0pp | 25.87%-3.9pp | 160.69%-138.7pp |
| Employer contribution / active EE | $5,148 | $2,282+125.6% | $2,965+73.6% | $2,671+92.8% |
| Participant deferral / active EE | $3,622 | $3,929-7.8% | $4,851-25.3% | $4,126-12.2% |
| Admin fee / account holder | $5,206 | $6,719-22.5% | $8,253-36.9% | $5,650-7.9% |