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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 | $40,774 | $76,371-46.6% | $93,621-56.4% | $72,975-44.1% |
| Participation rate | 92.3% | 71.8%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 25.80% | 25.82%0pp | 32.76%-7.0pp | 81.01%-55.2pp |
| Employer contribution / active EE | $2,015 | $2,276-11.5% | $2,719-25.9% | $2,440-17.4% |
| Participant deferral / active EE | $4,729 | $3,538+33.6% | $4,070+16.2% | $3,608+31.1% |
| Admin fee / account holder | $955 | $6,839-86.0% | $7,890-87.9% | $5,124-81.4% |