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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 | $78,304 | $71,215+10.0% | $93,696-16.4% | $80,935-3.3% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.7%+5.7pp |
| Annual return | 18.15% | 11.27%+6.9pp | 133.74%-115.6pp | 35.66%-17.5pp |
| Employer contribution / active EE | $3,270 | $1,565+108.9% | $2,422+35.0% | $2,757+18.6% |
| Participant deferral / active EE | $6,035 | $4,037+49.5% | $4,417+36.6% | $4,299+40.4% |
| Admin fee / account holder | $5,371 | $6,958-22.8% | $8,287-35.2% | $6,924-22.4% |