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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 | $64,428 | $65,367-1.4% | $92,915-30.7% | $72,976-11.7% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.0%+19.0pp | 69.5%+25.5pp |
| Annual return | 19.61% | 42.11%-22.5pp | 109.45%-89.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $3,716 | $2,594+43.2% | $3,653+1.7% | $2,440+52.3% |
| Participant deferral / active EE | $4,760 | $3,128+52.2% | $4,238+12.3% | $3,608+31.9% |
| Admin fee / account holder | $3,212 | $4,251-24.4% | $5,796-44.6% | $5,124-37.3% |