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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 | $69,404 | $57,352+21.0% | $83,831-17.2% | $64,173+8.2% |
| Participation rate | 95.6% | 68.6%+27.0pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | 9.56% | 11.38%-1.8pp | 850.99%-841.4pp | 7.63%+1.9pp |
| Employer contribution / active EE | $3,108 | $2,546+22.1% | $3,631-14.4% | $2,381+30.5% |
| Participant deferral / active EE | $5,060 | $2,993+69.1% | $4,082+24.0% | $3,470+45.8% |
| Admin fee / account holder | $3,336 | $4,046-17.5% | $5,479-39.1% | $4,887-31.7% |