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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 | $52,637 | $54,320-3.1% | $67,652-22.2% | $52,331+0.6% |
| Participation rate | 83.8% | 73.6%+10.2pp | 75.7%+8.1pp | 68.1%+15.7pp |
| Annual return | 7.26% | 6.81%+0.5pp | 6625.40%-6618.1pp | 4.54%+2.7pp |
| Employer contribution / active EE | $4,210 | $1,544+172.7% | $2,266+85.8% | $1,882+123.7% |
| Participant deferral / active EE | $5,596 | $2,950+89.7% | $3,560+57.2% | $3,022+85.2% |
| Admin fee / account holder | $1,786 | $527+239.2% | $4,821-62.9% | $592+202.0% |