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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 | $81,457-53.9% | $103,378-63.7% | $80,911-53.6% |
| Participation rate | 76.6% | 66.8%+9.7pp | 74.5%+2.1pp | 67.6%+8.9pp |
| Annual return | 20.03% | 25.58%-5.5pp | 24.91%-4.9pp | 35.63%-15.6pp |
| Employer contribution / active EE | $6,709 | $3,107+115.9% | $3,870+73.3% | $2,756+143.4% |
| Participant deferral / active EE | $5,534 | $3,871+43.0% | $5,058+9.4% | $4,297+28.8% |
| Admin fee / account holder | $2,586 | $6,717-61.5% | $8,401-69.2% | $6,935-62.7% |