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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 | $68,204 | $65,367+4.3% | $92,915-26.6% | $72,976-6.5% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+24.9pp |
| Annual return | 18.59% | 42.11%-23.5pp | 109.45%-90.9pp | 81.02%-62.4pp |
| Employer contribution / active EE | $6,815 | $2,594+162.8% | $3,653+86.5% | $2,440+179.3% |
| Participant deferral / active EE | $3,661 | $3,128+17.0% | $4,238-13.6% | $3,608+1.5% |
| Admin fee / account holder | $5,831 | $4,251+37.1% | $5,796+0.6% | $5,124+13.8% |