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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 | $76,004 | $76,551-0.7% | $123,894-38.7% | $62,881+20.9% |
| Participation rate | 95.2% | 73.0%+22.2pp | 81.4%+13.8pp | 69.3%+25.9pp |
| Annual return | 6.59% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $9,995 | $2,882+246.8% | $4,617+116.5% | $2,281+338.2% |
| Participant deferral / active EE | $4,383 | $4,840-9.4% | $5,984-26.8% | $3,203+36.8% |
| Admin fee / account holder | $5,886 | $4,826+22.0% | $8,357-29.6% | $4,296+37.0% |