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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 | $70,393 | $54,541+29.1% | $78,778-10.6% | $70,126+0.4% |
| Participation rate | 90.9% | 60.8%+30.1pp | 69.2%+21.7pp | 69.5%+21.4pp |
| Annual return | 17.21% | 21.07%-3.9pp | 35.62%-18.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,556 | $1,089+134.8% | $1,986+28.7% | $2,343+9.1% |
| Participant deferral / active EE | $4,640 | $2,210+109.9% | $2,958+56.9% | $3,332+39.3% |
| Admin fee / account holder | $1,528 | $3,709-58.8% | $5,134-70.2% | $4,645-67.1% |