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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 | $38,955 | $67,602-42.4% | $82,312-52.7% | $70,126-44.4% |
| Participation rate | 90.2% | 72.8%+17.5pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 13.83% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $4,126 | $1,755+135.1% | $2,428+69.9% | $2,343+76.1% |
| Participant deferral / active EE | $1,721 | $2,987-42.4% | $3,706-53.6% | $3,332-48.4% |
| Admin fee / account holder | $1,671 | $4,512-63.0% | $5,608-70.2% | $4,645-64.0% |