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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 | $36,350 | $52,580-30.9% | $71,671-49.3% | $70,126-48.2% |
| Participation rate | 87.8% | 60.9%+26.9pp | 68.7%+19.1pp | 69.5%+18.3pp |
| Annual return | 37.96% | 20.25%+17.7pp | 20.65%+17.3pp | 73.15%-35.2pp |
| Employer contribution / active EE | $1,665 | $1,616+3.1% | $2,460-32.3% | $2,343-28.9% |
| Participant deferral / active EE | $2,837 | $2,386+18.9% | $3,438-17.5% | $3,332-14.9% |
| Admin fee / account holder | $949 | $3,653-74.0% | $5,558-82.9% | $4,645-79.6% |