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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 | $75,798 | $77,574-2.3% | $108,753-30.3% | $86,983-12.9% |
| Participation rate | 90.6% | 62.3%+28.3pp | 71.1%+19.5pp | 69.5%+21.1pp |
| Annual return | 20.45% | 18.42%+2.0pp | 37.47%-17.0pp | 25.83%-5.4pp |
| Employer contribution / active EE | $5,202 | $1,611+223.0% | $2,427+114.4% | $2,584+101.3% |
| Participant deferral / active EE | $4,588 | $3,128+46.7% | $4,115+11.5% | $4,194+9.4% |
| Admin fee / account holder | $5,171 | $6,529-20.8% | $10,320-49.9% | $7,856-34.2% |