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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 | $36,389 | $95,453-61.9% | $112,040-67.5% | $82,448-55.9% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 14.27% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,896 | $2,318+24.9% | $2,954-2.0% | $2,551+13.5% |
| Participant deferral / active EE | $6,629 | $4,224+57.0% | $5,098+30.0% | $4,139+60.2% |
| Admin fee / account holder | $9,413 | $9,013+4.4% | $12,098-22.2% | $7,234+30.1% |