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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 | $43,342 | $54,757-20.8% | $90,304-52.0% | $72,975-40.6% |
| Participation rate | 96.4% | 65.2%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 37.48% | 30.63%+6.9pp | 78.13%-40.6pp | 81.01%-43.5pp |
| Employer contribution / active EE | $3,552 | $2,093+69.7% | $2,855+24.4% | $2,440+45.6% |
| Participant deferral / active EE | $5,181 | $2,887+79.5% | $3,885+33.4% | $3,608+43.6% |
| Admin fee / account holder | $921 | $3,973-76.8% | $5,354-82.8% | $5,124-82.0% |