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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 | $53,100 | $48,078+10.4% | $78,676-32.5% | $62,881-15.6% |
| Participation rate | 94.9% | 65.2%+29.7pp | 73.6%+21.3pp | 69.3%+25.6pp |
| Annual return | 10.30% | 31.36%-21.1pp | 62.19%-51.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,303 | $2,015+113.6% | $2,850+51.0% | $2,281+88.7% |
| Participant deferral / active EE | $2,219 | $2,587-14.2% | $3,517-36.9% | $3,203-30.7% |
| Admin fee / account holder | $761 | $3,206-76.3% | $4,510-83.1% | $4,296-82.3% |