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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 | $38,249 | $67,602-43.4% | $82,312-53.5% | $70,126-45.5% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 19.32% | 21.57%-2.2pp | 25.88%-6.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $2,629 | $1,755+49.8% | $2,428+8.3% | $2,343+12.2% |
| Participant deferral / active EE | $4,958 | $2,987+66.0% | $3,706+33.8% | $3,332+48.8% |
| Admin fee / account holder | $927 | $4,512-79.4% | $5,608-83.5% | $4,645-80.0% |