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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 | $41,760 | $72,269-42.2% | $101,271-58.8% | $79,852-47.7% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | 22.84% | 22.29%+0.5pp | 46.48%-23.6pp | 31.72%-8.9pp |
| Employer contribution / active EE | $2,911 | $2,692+8.1% | $3,660-20.5% | $2,471+17.8% |
| Participant deferral / active EE | $4,892 | $3,282+49.1% | $4,371+11.9% | $3,740+30.8% |
| Admin fee / account holder | $1,587 | $4,401-63.9% | $5,948-73.3% | $5,306-70.1% |