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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 | $36,461 | $99,875-63.5% | $146,866-75.2% | $86,983-58.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 25.82% | 28.10%-2.3pp | 102.85%-77.0pp | 25.83%0pp |
| Employer contribution / active EE | $2,793 | $3,224-13.4% | $4,425-36.9% | $2,584+8.1% |
| Participant deferral / active EE | $9,486 | $6,322+50.0% | $7,759+22.3% | $4,194+126.2% |
| Admin fee / account holder | $16,580 | $7,838+111.5% | $13,620+21.7% | $7,856+111.1% |