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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 | $77,015 | $72,273+6.6% | $101,275-24.0% | $79,856-3.6% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 14.48% | 22.30%-7.8pp | 46.48%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $9,052 | $2,691+236.4% | $3,660+147.3% | $2,471+266.3% |
| Participant deferral / active EE | $2,749 | $3,282-16.2% | $4,371-37.1% | $3,741-26.5% |
| Admin fee / account holder | $5,007 | $4,401+13.8% | $5,948-15.8% | $5,306-5.6% |