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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 | $28,619 | $72,027-60.3% | $185,861-84.6% | $79,856-64.2% |
| Participation rate | 94.2% | 65.8%+28.5pp | 78.0%+16.2pp | 69.6%+24.6pp |
| Annual return | 19.69% | 23.13%-3.4pp | 35.96%-16.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,590 | $1,965+31.8% | $4,088-36.6% | $2,471+4.8% |
| Participant deferral / active EE | $5,416 | $3,780+43.3% | $5,634-3.9% | $3,741+44.8% |
| Admin fee / account holder | $1,320 | $4,513-70.8% | $9,503-86.1% | $5,306-75.1% |