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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 | $36,783 | $72,273-49.1% | $101,275-63.7% | $79,856-53.9% |
| Participation rate | 84.1% | 68.5%+15.6pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | 28.22% | 22.30%+5.9pp | 46.48%-18.3pp | 31.71%-3.5pp |
| Employer contribution / active EE | $1,204 | $2,691-55.3% | $3,660-67.1% | $2,471-51.3% |
| Participant deferral / active EE | $3,297 | $3,282+0.5% | $4,371-24.6% | $3,741-11.9% |
| Admin fee / account holder | $4,487 | $4,401+1.9% | $5,948-24.6% | $5,306-15.5% |