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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 | $34,289 | $67,606-49.3% | $82,313-58.3% | $70,124-51.1% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 13.12% | 21.57%-8.4pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,928 | $1,755+66.8% | $2,428+20.6% | $2,342+25.0% |
| Participant deferral / active EE | $4,401 | $2,987+47.3% | $3,706+18.7% | $3,332+32.1% |
| Admin fee / account holder | $6,623 | $4,512+46.8% | $5,608+18.1% | $4,645+42.6% |