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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 | $37,535 | $81,487-53.9% | $102,412-63.3% | $80,935-53.6% |
| Participation rate | 76.6% | 66.8%+9.8pp | 74.5%+2.1pp | 67.7%+8.9pp |
| Annual return | 20.03% | 25.60%-5.6pp | 24.94%-4.9pp | 35.66%-15.6pp |
| Employer contribution / active EE | $6,709 | $3,103+116.2% | $3,870+73.4% | $2,757+143.4% |
| Participant deferral / active EE | $5,534 | $3,871+43.0% | $5,060+9.4% | $4,299+28.7% |
| Admin fee / account holder | $2,586 | $6,717-61.5% | $8,388-69.2% | $6,924-62.7% |