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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 | $94,538 | $71,197+32.8% | $93,669+0.9% | $80,925+16.8% |
| Participation rate | 70.3% | 60.4%+9.9pp | 68.7%+1.5pp | 67.7%+2.6pp |
| Annual return | 12.38% | 11.27%+1.1pp | 133.59%-121.2pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,798 | $1,565+78.8% | $2,424+15.4% | $2,756+1.5% |
| Participant deferral / active EE | $5,203 | $4,036+28.9% | $4,416+17.8% | $4,299+21.0% |
| Admin fee / account holder | $3,168 | $6,959-54.5% | $8,291-61.8% | $6,940-54.3% |