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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 | $61,717 | $60,349+2.3% | $74,184-16.8% | $62,881-1.9% |
| Participation rate | 98.1% | 72.7%+25.3pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 5.83% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,217 | $1,680+151.0% | $2,370+77.9% | $2,281+84.9% |
| Participant deferral / active EE | $3,666 | $2,856+28.4% | $3,550+3.3% | $3,203+14.5% |
| Admin fee / account holder | $6,549 | $4,261+53.7% | $5,586+17.3% | $4,296+52.5% |