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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 | $68,129 | $54,757+24.4% | $90,304-24.6% | $72,975-6.6% |
| Participation rate | 95.5% | 65.2%+30.3pp | 73.3%+22.2pp | 69.5%+26.0pp |
| Annual return | 22.18% | 30.63%-8.5pp | 78.13%-56.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $8,422 | $2,093+302.4% | $2,855+195.0% | $2,440+245.2% |
| Participant deferral / active EE | $5,350 | $2,887+85.3% | $3,885+37.7% | $3,608+48.3% |
| Admin fee / account holder | $1,036 | $3,973-73.9% | $5,354-80.6% | $5,124-79.8% |