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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 | $40,220 | $80,985-50.3% | $96,576-58.4% | $75,181-46.5% |
| Participation rate | 76.9% | 71.8%+5.1pp | 76.0%+0.9pp | 67.2%+9.7pp |
| Annual return | 30.80% | 27.05%+3.8pp | 25.87%+4.9pp | 160.69%-129.9pp |
| Employer contribution / active EE | $1,747 | $2,282-23.5% | $2,965-41.1% | $2,671-34.6% |
| Participant deferral / active EE | $6,992 | $3,929+78.0% | $4,851+44.1% | $4,126+69.5% |
| Admin fee / account holder | $1,078 | $6,719-84.0% | $8,253-86.9% | $5,650-80.9% |