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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 | $36,516 | $72,177-49.4% | $115,037-68.3% | $59,632-38.8% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | 28.70% | 12.02%+16.7pp | 26.14%+2.6pp | 2041.32%-2012.6pp |
| Employer contribution / active EE | $3,423 | $2,841+20.5% | $4,608-25.7% | $2,203+55.4% |
| Participant deferral / active EE | $5,348 | $4,783+11.8% | $6,026-11.3% | $3,192+67.6% |
| Admin fee / account holder | $2,831 | $4,927-42.5% | $8,175-65.4% | $4,297-34.1% |