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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 | $45,237 | $78,672-42.5% | $109,163-58.6% | $85,856-47.3% |
| Participation rate | 92.5% | 68.3%+24.2pp | 75.9%+16.6pp | 69.3%+23.1pp |
| Annual return | 23.31% | 25.09%-1.8pp | 25.75%-2.4pp | 318.58%-295.3pp |
| Employer contribution / active EE | $1,758 | $2,734-35.7% | $3,723-52.8% | $2,565-31.5% |
| Participant deferral / active EE | $2,162 | $3,467-37.7% | $4,654-53.6% | $3,952-45.3% |
| Admin fee / account holder | $6,902 | $5,470+26.2% | $6,754+2.2% | $6,261+10.3% |