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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 | $41,343 | $76,551-46.0% | $123,894-66.6% | $62,881-34.3% |
| Participation rate | 87.3% | 73.0%+14.3pp | 81.4%+5.9pp | 69.3%+18.0pp |
| Annual return | 9.70% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,034 | $2,882+40.0% | $4,617-12.6% | $2,281+76.9% |
| Participant deferral / active EE | $8,891 | $4,840+83.7% | $5,984+48.6% | $3,203+177.6% |
| Admin fee / account holder | $3,026 | $4,826-37.3% | $8,357-63.8% | $4,296-29.6% |