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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 | $78,131 | $74,535+4.8% | $100,712-22.4% | $82,637-5.5% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.3%+23.0pp | 68.1%+24.3pp |
| Annual return | 19.18% | 18.92%+0.3pp | 33.27%-14.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $4,304 | $1,503+186.4% | $2,313+86.1% | $2,552+68.6% |
| Participant deferral / active EE | $7,187 | $3,074+133.8% | $4,085+75.9% | $4,126+74.2% |
| Admin fee / account holder | $3,073 | $6,576-53.3% | $9,256-66.8% | $7,339-58.1% |