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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 | $41,071 | $84,953-51.7% | $163,379-74.9% | $82,637-50.3% |
| Participation rate | 85.3% | 65.9%+19.3pp | 76.8%+8.5pp | 68.1%+17.2pp |
| Annual return | 20.76% | 23.07%-2.3pp | 63.41%-42.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $3,715 | $2,183+70.2% | $3,752-1.0% | $2,552+45.6% |
| Participant deferral / active EE | $5,996 | $4,326+38.6% | $6,282-4.5% | $4,126+45.3% |
| Admin fee / account holder | $514 | $7,921-93.5% | $9,818-94.8% | $7,339-93.0% |