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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 | $37,467 | $76,551-51.1% | $123,894-69.8% | $62,881-40.4% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 12.31% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $3,251 | $2,882+12.8% | $4,617-29.6% | $2,281+42.5% |
| Participant deferral / active EE | $6,820 | $4,840+40.9% | $5,984+14.0% | $3,203+112.9% |
| Admin fee / account holder | $461 | $4,826-90.5% | $8,357-94.5% | $4,296-89.3% |