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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 | $37,675 | $100,970-62.7% | $96,576-61.0% | $137,256-72.6% |
| Participation rate | 89.5% | 82.6%+6.9pp | 81.4%+8.0pp | 80.0%+9.5pp |
| Annual return | 19.52% | 38.16%-18.6pp | 38.47%-19.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,042 | $3,809-20.1% | $3,553-14.4% | $4,156-26.8% |
| Participant deferral / active EE | $7,570 | $8,286-8.6% | $7,956-4.9% | $6,407+18.2% |
| Admin fee / account holder | $1,855 | $11,312-83.6% | $11,381-83.7% | $12,270-84.9% |