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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 | $57,375 | $64,359-10.9% | $90,161-36.4% | $70,126-18.2% |
| Participation rate | 95.5% | 70.4%+25.0pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 25.27% | 28.13%-2.9pp | 34.89%-9.6pp | 73.15%-47.9pp |
| Employer contribution / active EE | $3,212 | $2,046+57.0% | $3,318-3.2% | $2,343+37.1% |
| Participant deferral / active EE | $7,064 | $4,389+61.0% | $5,287+33.6% | $3,332+112.0% |
| Admin fee / account holder | $3,336 | $3,945-15.4% | $5,943-43.9% | $4,645-28.2% |