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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 | $23,478 | $63,365-62.9% | $91,994-74.5% | $72,975-67.8% |
| Participation rate | 97.6% | 72.5%+25.1pp | 78.6%+19.0pp | 69.5%+28.1pp |
| Annual return | 23.81% | 35.35%-11.5pp | 69.04%-45.2pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,890 | $2,116+83.9% | $3,453+12.7% | $2,440+59.4% |
| Participant deferral / active EE | $5,805 | $4,883+18.9% | $5,924-2.0% | $3,608+60.9% |
| Admin fee / account holder | $3,247 | $4,670-30.5% | $7,744-58.1% | $5,124-36.6% |