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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 | $70,878 | $64,307+10.2% | $57,349+23.6% | $125,388-43.5% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 83.2%+8.1pp |
| Annual return | 1.35% | 25.14%-23.8pp | 24.40%-23.0pp | 282.24%-280.9pp |
| Employer contribution / active EE | $5,259 | $3,193+64.7% | $2,689+95.6% | $4,866+8.1% |
| Participant deferral / active EE | $3,776 | $3,847-1.8% | $3,162+19.4% | $5,352-29.4% |
| Admin fee / account holder | $372 | $5,242-92.9% | $3,356-88.9% | $9,541-96.1% |