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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 | $37,663 | $96,731-61.1% | $123,973-69.6% | $86,983-56.7% |
| Participation rate | 87.1% | 70.0%+17.1pp | 76.7%+10.4pp | 69.5%+17.6pp |
| Annual return | 15.28% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.6pp |
| Employer contribution / active EE | $3,956 | $3,297+20.0% | $4,126-4.1% | $2,584+53.1% |
| Participant deferral / active EE | $5,393 | $4,152+29.9% | $5,247+2.8% | $4,194+28.6% |
| Admin fee / account holder | $753 | $8,722-91.4% | $11,799-93.6% | $7,856-90.4% |