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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 | $38,959 | $72,273-46.1% | $101,275-61.5% | $79,856-51.2% |
| Participation rate | 78.2% | 68.5%+9.7pp | 75.8%+2.4pp | 69.6%+8.5pp |
| Annual return | 18.77% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,914 | $2,691+8.3% | $3,660-20.4% | $2,471+17.9% |
| Participant deferral / active EE | $5,755 | $3,282+75.4% | $4,371+31.7% | $3,741+53.8% |
| Admin fee / account holder | $1,311 | $4,401-70.2% | $5,948-78.0% | $5,306-75.3% |