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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 | $57,833 | $77,460-25.3% | $100,378-42.4% | $80,925-28.5% |
| Participation rate | 88.1% | 76.9%+11.1pp | 81.5%+6.6pp | 67.7%+20.4pp |
| Annual return | 13.66% | 37.24%-23.6pp | 49.41%-35.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $3,565 | $2,801+27.3% | $3,942-9.6% | $2,756+29.3% |
| Participant deferral / active EE | $9,676 | $6,818+41.9% | $8,087+19.6% | $4,299+125.1% |
| Admin fee / account holder | $1,622 | $5,887-72.5% | $7,899-79.5% | $6,940-76.6% |