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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 | $37,556 | $72,492-48.2% | $87,104-56.9% | $72,975-48.5% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 21.48% | 24.46%-3.0pp | 28.19%-6.7pp | 81.01%-59.5pp |
| Employer contribution / active EE | $4,149 | $1,894+119.1% | $2,521+64.6% | $2,440+70.0% |
| Participant deferral / active EE | $4,158 | $3,270+27.2% | $4,048+2.7% | $3,608+15.2% |
| Admin fee / account holder | $2,958 | $5,055-41.5% | $7,491-60.5% | $5,124-42.3% |