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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 | $36,861 | $97,648-62.3% | $121,663-69.7% | $87,485-57.9% |
| Participation rate | 96.7% | 70.5%+26.3pp | 74.5%+22.2pp | 68.9%+27.8pp |
| Annual return | 18.49% | 18.03%+0.5pp | 147.54%-129.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,263 | $2,300-1.6% | $3,020-25.1% | $2,596-12.8% |
| Participant deferral / active EE | $4,448 | $3,923+13.4% | $4,887-9.0% | $4,274+4.1% |
| Admin fee / account holder | $7,259 | $11,100-34.6% | $14,289-49.2% | $7,775-6.6% |