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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 | $79,434 | $65,703+20.9% | $94,228-15.7% | $59,633+33.2% |
| Participation rate | 83.8% | 72.1%+11.7pp | 78.8%+5.1pp | 68.7%+15.2pp |
| Annual return | 2.65% | 5.22%-2.6pp | 10.68%-8.0pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $3,497 | $2,021+73.1% | $3,587-2.5% | $2,203+58.8% |
| Participant deferral / active EE | $6,670 | $3,143+112.2% | $4,320+54.4% | $3,192+109.0% |
| Admin fee / account holder | $4,882 | $4,264+14.5% | $6,269-22.1% | $4,297+13.6% |