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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 | $38,786 | $50,554-23.3% | $67,681-42.7% | $87,485-55.7% |
| Participation rate | 96.9% | 67.7%+29.2pp | 73.7%+23.1pp | 68.9%+27.9pp |
| Annual return | 20.01% | 17.81%+2.2pp | 590.58%-570.6pp | 26.06%-6.0pp |
| Employer contribution / active EE | $3,486 | $1,988+75.3% | $2,678+30.2% | $2,596+34.3% |
| Participant deferral / active EE | $6,027 | $2,961+103.5% | $3,976+51.6% | $4,274+41.0% |
| Admin fee / account holder | $1,928 | $4,132-53.3% | $6,100-68.4% | $7,775-75.2% |