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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 | $68,194 | $46,877+45.5% | $122,354-44.3% | $70,126-2.8% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 16.45% | 24.22%-7.8pp | 30.28%-13.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $4,737 | $1,288+267.6% | $4,051+16.9% | $2,343+102.2% |
| Participant deferral / active EE | $4,406 | $2,167+103.3% | $3,287+34.0% | $3,332+32.2% |
| Admin fee / account holder | $5,628 | $3,324+69.3% | $5,479+2.7% | $4,645+21.2% |