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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 | $38,179 | $64,920-41.2% | $103,693-63.2% | $86,983-56.1% |
| Participation rate | 93.8% | 63.6%+30.2pp | 72.6%+21.1pp | 69.5%+24.2pp |
| Annual return | 18.39% | 30.29%-11.9pp | 47.61%-29.2pp | 25.83%-7.4pp |
| Employer contribution / active EE | $3,122 | $2,141+45.8% | $2,920+6.9% | $2,584+20.8% |
| Participant deferral / active EE | $7,333 | $3,241+126.3% | $4,579+60.1% | $4,194+74.8% |
| Admin fee / account holder | $2,663 | $6,191-57.0% | $7,858-66.1% | $7,856-66.1% |