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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 | $30,763 | $54,757-43.8% | $90,300-65.9% | $72,983-57.8% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 24.46% | 30.63%-6.2pp | 78.11%-53.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,354 | $2,092+12.5% | $2,854-17.5% | $2,440-3.5% |
| Participant deferral / active EE | $6,081 | $2,887+110.7% | $3,884+56.5% | $3,608+68.6% |
| Admin fee / account holder | $4,524 | $3,972+13.9% | $5,353-15.5% | $5,124-11.7% |