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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 | $71,203 | $49,249+44.6% | $70,476+1.0% | $79,852-10.8% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.2pp | 69.6%+22.7pp |
| Annual return | 18.00% | 30.09%-12.1pp | 109.12%-91.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $3,712 | $2,100+76.7% | $2,738+35.6% | $2,471+50.2% |
| Participant deferral / active EE | $7,269 | $2,769+162.5% | $3,710+95.9% | $3,740+94.3% |
| Admin fee / account holder | $1,019 | $2,878-64.6% | $3,847-73.5% | $5,306-80.8% |