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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 | $66,827 | $63,845+4.7% | $81,370-17.9% | $80,959-17.5% |
| Participation rate | 93.2% | 63.9%+29.3pp | 69.5%+23.7pp | 67.7%+25.6pp |
| Annual return | 19.62% | 16.37%+3.2pp | 24.85%-5.2pp | 35.67%-16.1pp |
| Employer contribution / active EE | $5,707 | $1,980+188.3% | $2,464+131.6% | $2,757+107.0% |
| Participant deferral / active EE | $8,562 | $3,093+176.8% | $3,885+120.4% | $4,300+99.1% |
| Admin fee / account holder | $49,601 | $5,688+772.0% | $5,749+762.7% | $6,925+616.2% |